Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (47845)	10/12/2001 6:23:57 PM
From: Jurgis Bekepuris	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. Oh wow, what a 4 day rally can do... :-))) Gorilla gamers are coming to life and taking on value investors. Let's have a (mud)wrestling match! :-)))) Seriously though, I'm almost totally with John Shannon on his last few posts. But to be concrete - who thinks that ORCL will grow its earnings/cash flow/etc. at 30% clip for next 10 years. If so, it is undervalued. If it only grows at ~20% it is fairly valued... by my calculations which should not be trusted. :-P Let the bets begin Jurgis - don't ask about QCOM and co...

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