Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Pirah Naman who wrote (39403)	2/16/2001 5:03:08 PM
From: EnricoPalazzo	Read Replies (2) of 54805

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, for one, have calculated quite conclusively that valuation is of no importance whatsoever in Gorilla Gaming. However, I don't want to burden the thread with specific examples, or--worse--lead anyone astray... Pirah, if you'd like to share, share. Uncle Frank may not agree with your approach, but I think we all respect concise, cogent contributions with concrete examples. Coy allusions and vague ruminations are considerably less interesting (and polite). It's very hard to debate the merits of a DCF approach toward stock selection without specific examples of stocks and their purported intrinsic values. If you could maybe tell us which securities followed by this thread you feel are overvalued (i.e. priced above their DCF), we could engage a bit better. Ethan

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