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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: tinkershaw who wrote (45058)8/1/2001 3:38:27 AM
From: hueyone  Read Replies (1) of 54805
 
You are preaching to choir when stating the limitations of PEs. I was simply pointing out that there is a very strong argument that the PE that JHP presented is the correct PE for BEAS based on GAAP trailing twelve month earnings.

But this is just my MBA degree talking.

Glad you acquired an additional perspective to keep that eloquent, gorilla game lawyer of old in check.<ggg>

I believe I heard that Duke is the first reputable university to offer an entire MBA program over the internet as an option to replace the traditional classroom MBA experience. Hope I have the right university here. With your considerable talent for rapid fire posting, I wonder if this is something you participated in, and if so, what your opinions are regarding this style of education. Is it time to short Stanford and Harvard grad schools?

Although I do think that even Mr. Johnson got a tad bit carried away in the frenzy and forgot the financial underpinnings of the game during 1999 and 2000 when he was recommending Juniper at a $50 billion marketcap.

Mr. Johnson is a well educated, brilliant man who is well schooled in both fundamental analysis and Gorilla Gaming (Newbies--- Johnson is one of the authors of the Gorilla Game). In fact, after reading some pieces by him, including one you generously shared with the thread last winter (the ROIC piece), I find it very difficult to believe this well educated man "forgot the financial underpinnings of the game" or that he simply got "carried away". Despite his public pronouncements to the contrary, I doubt Mr. Johnson ever believed that Juniper was a rational long-term buy at a 50 billion market cap. I suspect there was some other game going on, and it wasn't about making Mr. Johnson's followers rich.

JMHO, Huey
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