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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: paul_philp who wrote (47691)10/8/2001 9:17:37 PM
From: Uncle Frank  Read Replies (1) of 54805
 
>> As such, this is worth discussing.

It would be if anyone would put a stake in the ground and offer a thesis that could be debated and refined. Actually, Malcolm has done that, but none of the gang lobbying for more attention to valuation have shown any interest in it. All I can conclude from that is there is more interest in sloganeering than in developing a working model. But as far as I'm concerned, we don't need a new slogan. Buy low, sell high is quite adequate.

All that's left to do is figure out what's "low" and what's "high" without using a rear view mirror. Who wants to take a shot at it?

uf
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