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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: hueyone who wrote (40187)3/10/2001 11:48:43 AM
From: Mike Buckley  Read Replies (1) of 54805
 
huey,

I just wish the thread leadership, rather than tending to dismiss valuation concerns, would acknowledge the extreme risk in buying a gorilla at any time at any price without regard to valuation.

Ahem. (Cough. Cough.)

At the very height of the Naz (though we didn't pretend to know that it would be the high), my verbal presentation to the group in San Diego was about valuation. We made video tapes available. We published a transcript in the thread. Who not only invited me but also insisted that I make a presentation when I had initially declined to attend? Lindy and Frank, of course.

I'd argue that a lot of the people in the thread are really tired of many of our discussions of valuation. The most recent one took place no more than a week ago and involved several very informed people. Though Frank's greatest strength may not be the stuff of valuation, he has consistently encouraged and welcomed discussion of it.

--Mike Buckley
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