Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (30707)	8/29/2000 6:07:40 PM
From: alburk	Read Replies (3) of 54805

Uncle Frank With all due respect I disagree. ...the gorilla game shares with value investing the idea that the market is undervaluing the target stock...because the fundamental dynamics of high-tech market development are being misjudged, and the gorilla's exceptional competitive advantages simply are not being priced into the stock I think we both agree this is a value approach. And it is clearly outlined as such in Chapter 4, Understanding the Stock Market. (I concede it should not be confused with conventional value investing of Graham and Dodd) Unfortunately, the Stock market tech frenzy has muddied the waters and valuation is an issue, even with gorillas, especially with gorilla candidates(even in baskets) (IMHO). We are in unchartered territory using a system that was back tested in an era that was much more "valuation friendly". GAP and CAP are the tools/concepts that we use to assess value and we agree that gorillas have superior GAP's and CAP's. But they are not infinite. The Gorilla Game is the most appealing approach to investing that I have come across. But valuation matters and IMHO the authors should address this issue in the next edition.

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