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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: David Lee Smith who wrote (25194)5/23/2000 12:19:00 PM
From: Uncle Frank  Read Replies (1) of 54805
 
You are still missing the point of this discussion folder, David.

Our focus is on identifying companies whose businesses will flourish over the long haul. While we are fully aware that valuations will periodically expand and contract based on factors external to the health and prospects of these enterprises, we choose to regard these swings as "noise".

I believe it would be fair to say that most of us regard your posts in the same manner.

The ratio of traders' threads to long term investors' threads on SI is probably 50:1. Your personal business prospects would be better served if you concentrated on boards with shorter investment horizons and those populated by less seasoned investors.

uf
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