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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: areokat who wrote (43266)6/6/2001 2:43:29 PM
From: Thomas Mercer-Hursh  Read Replies (1) of 54805
 
From our own perspective, it would seem like we have Moore well-positioned, i.e., we recognize that he is not a perfect master, but we regard his contribution to understand CAP and GAP very highly and, to varying degrees, choose to use this and our understanding of the TALC to guide us to companies in which we would like to invest. In varying degrees, each of us also applies other criteria, most notably some form of valuation, to influence buy and/or sell (i.e., no longer hold) decisions on companies we have selected according to the Gorilla Game framework.

So, it seems that we are clear ourselves about how things should be and the only question is whether we could influence Moore to provide a more complete discussion in a future version.
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