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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Don Mosher who wrote (30596)	8/28/2000 3:11:12 PM
From: johndelvecchio	Read Replies (3) of 54805

Hi Don, What an excellent post. Thank you for sharing your thoughts on CAS. I recommend to people interested in this stuff to read Complexity by Waldrop. It is a very easy read and talks about CAS and the development of the Santa Fe Institute. There are many interesting characters. Also, the work by W. Brian Arthur on Increasing Returns is very important. I think that Increasing Returns are at the heart of Gorilla success, so understanding the theory helps. Moore does a good job, but you can get more in depth reasoning elsewhere. Also, Rappaport and Mauboussin are coming out with a new book. I pray that it talks in depth about CAPs in a quantitative fashion b/c quite frankly his first report on the subject through CSFB is not very good. It explains the theory but doe not show you how to do a CAP. You have to read Rappaport (the 1998 version) but Rappaport fails to show you how to forecast value drivers. Sooner or later, I will get CAP totally nailed and I will write about it if no one else can put it into terms that the average Joe can understand. I think it is important. Best, John Del Vecchio Investment Research Fool The Motley Fool fool.com

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