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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (39399)2/16/2001 4:35:59 PM
From: Pirah Naman  Read Replies (4) of 54805
 
uf:

All Gorillas aren't created equal, Pirah, and imo valuation can do little to reveal differences in their relative investment potential over a meaningful period of time.

Then it certainly isn't worthwhile for you to do any valuation exercises. Thus, I would never suggest that you do any. And I will acknowledge that you may well be right. I will admit to curiosity as to how you reached your conclusion. After all, if you have evidence that my efforts are a waste, I could be convinced to do less work.

I just don't think you can mix classical valuation metrics with GG metrics; the models are just too disparate.

Perhaps we will have to agree to hold different viewpoints on this. IMO they do not conflict at all. GGing is a qualitative method for selecting superior companies. But any of those superior companies is worth the present worth of its future free cash flows, just like any other company.

<GG> is not value investing.

Neither is what I do value investing.

You stated that you have identified 3 g&k stocks that are superior to the rest in terms of valuation metrics.

Where did I state this? I'm mystified.

If you are unwilling to share the fruits of your investigation, I can't understand why you introduced the topic to begin with.

I don't think I introduced the topic. I believe that somebody else was asking for feedback on their valuation efforts, and I offered some feedback. Given that I've offered to provide even more than what you originally asked for, I'm surprised by the suggestion that I am unwilling to share. Maybe I'm reading you wrong?

- Pirah
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