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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: alburk who wrote (30713)8/29/2000 7:37:23 PM
From: Uncle Frank  Read Replies (1) of 54805
 
>> With all due respect I disagree.

Well, OK, as long as you put it that way <gg>.

>> 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.

But since they are not quantifiable, the best we can use them for is a subjective valuation based on our perception of the company's business prospects.

>> The Gorilla Game is the most appealing approach to investing that I have come across.

Me, too.

>> But valuation matters and IMHO the authors should address this issue in the next edition.

Somehow I don't think that's not their forte. Fortunately, we have our own Valuation Team, coached by Merlin, which has done a good job at keeping us aware of bean related issues.

uf
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