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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (43598)	6/17/2001 7:40:13 PM
From: Pirah Naman	Read Replies (2) of 54805

John, Mike: Before we all start taking each other seriously, I'd like to try to lay out some common ground and see if we can't find peace and harmony. We are, all three of us, in agreement that narrowing the field of possible investment opportunities takes priority over valuation (or pricing) efforts. None of us would argue against the assessment of competitive advantage, the sustainability of the business, and the attractiveness of the annual report cover before having fun with numbers. We are, all three of us, in agreement that gazing into the future is fraught with error and can render the best analysis, via any method, as helpless. Here is where you two are having a misunderstanding. Mike, you said that "I can't begin to explain why the math validates one model more than the other." That is what John tried to explain. John, you added in ramifications before your audience had a firm handle on the rest. That can be confusing to somebody not as familiar with the material. - Pirah, the fearless (stupid) peacemaker?

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