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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (30748)	8/31/2000 9:40:20 PM
From: Rick	Read Replies (1) of 54805

<font color=red>Ok, so it wasn't 9 months ago. <GG> To: John Stichnoth who wrote (16866) From: Mike Buckley Monday, Jan 31, 2000 8:00 PM ET Reply # of 30831 Gorilla investing is at heart Value Investing. Thank you, John. I wish the authors had done a better job of clarifying that important point. Instead, they offer in my opinion a very misleading statement when they write in italics that gorilla gaming "is not value investing." Two paragraphs later they clarify it in a comparatively nonchalant style: "Nonetheless, the gorilla game shares with value investing the idea that the market is undervaluing the target stock -- but not because it is out of factor, or because its fundamentals are being misjudged. Rather, in the gorilla game, it is the fundamental dynamics of high-tech market development that are being misjudged, and the gorilla's exceptional competitive advantages simply are not being priced into its stock." (Page 19, TRFM) --Mike Buckley

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