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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (40196)	3/10/2001 1:03:22 PM
From: gdichaz	Read Replies (1) of 54805

Mike (and tekboy if he notices) The reason that I have suggested that we learn more from success than from failure is that an analysis of sucess is more useful. Over the years, I have found much wisdom in your point Mike: <<<I do maintain though that using valuation tools can help us avoid many of the worst mistakes. Ironically, though, one of the reasons I believe in the value of long-term investing is because despite my best effort to value stocks, the best possible way to render long-term valuation relatively accurate is to hold the investment for a long time.>>> But my emphasis would be on the careful choice up front within a rapidly growing field. Buy, then wait. As many of you know, when I tried to find quantitative proxies for quality, I found that difficult. BTW note no one here has suggested any. Yet what we seek is quality which has staying power over time. That is really what Buffet seeks. How to do that in tech is what we seek. Best as always. Cha2 PS The reason I find Qualcomm so comfortable to hold is that over time the original reason for choosing it is reenforced.

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