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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Thomas Mercer-Hursh who wrote (47933)10/15/2001 5:58:55 PM
From: Pirah Naman  Read Replies (1) of 54805
 
I am much more interested is a set of rules which can then be applied to a sample of companies over some period of time to see what the rules would indicate and what the consequences would be compared to other rules.

If it is for testing, I would think that rather than using a set of rules, you would want to test a range of values. If you are going to compare anyway...

Err ... don't you make predictions in order to obtain your valuation?

As I said in my last post to you, one predicts (guesses at) business performance. Just as does somebody who does not perform a valuation exercise.

I am only skeptical since it seems like one needs to make adjustments in pulling numbers out of the financial statements of companies like those we discuss here and I am skeptical that this has been done in those studies, if only because it is a bit tedious for any large study.

In a previous post I covered the nature and effects of that problem. What else can I say?

I hope it doesn't have to wait for that ... I am less optimistic than you about how long it would take me to work it out.

If you merely checked to see if there was an advantage to some method over paying no attention to valuation, that would be very fast. If you wanted to test various methods or thresholds, that could be time consuming.

- Pirah
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