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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (37379)1/2/2001 2:00:56 PM
From: johndelvecchio  Read Replies (2) of 54805
 
I thought the Mauboussin interview provided interesting topics with almost no substance. My main gripe is that he doesn't show an investor how to reverse engineer the process to determine what is implied by the current stock price (beyond the scope of the interview, but fair game in his reports) For example, his capatcolumbia reports are really interesting but cannot be directly applied to stocks because he doesn't work through the process. I think that understanding what expectations are built into prices is far more valuable than the P/E or P/Sales, but if you're going to talk about it but not show people how to do it, then you are just another talking head.

Hopefully his new book will shed enough light on this. BTW, when he is talking about expectations and the time frame of competitive advantage, he is talking about CAP.

The interesting thing is that while he has been very bullish on AMZN, Rappaport (the co-author of the new book) wrote an article in the Wall Street Journal last Feb. making the case for an AMZN short. At that time, the stock was like $60 a share.

I know that if I could really get my arms around this stuff - beyond the theory - I would eliminate a lot of mistakes.

John
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