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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 6:25:22 PM
From: tekboy	Read Replies (3) of 54805

the authors disagree with you I think this is a semantic or definitional issue rather than a real disagreement. Buffett, for example, always said that the supposed distinction between "growth" and "value" investing was spurious, because consistent growth yielded excellent value. If you operationalize "value investing" as "buying out-of-favor butt ends with low PE's," then yes, GG can seem like the opposite. But if you take a broader view and operationalize it as "buying something whose true future value is not accurately represented in its current price," then GG is perfectly compatible with it. One might think of it as "enlightened value investing based on a correct appreciation of the oft-misunderstood dynamics of the technology sector." tekboy/Ares@sothere.com PS AB's right

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