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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Thomas Mercer-Hursh who wrote (47844)10/12/2001 6:05:26 PM
From: Uncle Frank  Read Replies (1) of 54805
 
>> And yet, some of the valuation discussions seem not to be saying this. Why not?

Because most of the folks leading those discussions have leanings towards value investing.

One of Goeff's most insightful observations was that Gorillas will always appear to be overpriced to value investors.

uf
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