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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: areokat who wrote (47988)10/16/2001 3:15:58 PM
From: Uncle Frank  Read Replies (2) of 54805
 
>> A great company (KO),with a world class brand,that will outlast bad management and poor economical times.

Very understandable. Those are similar to the same reasons I've held my Gorillas, who I believe have even higher barriers to competition and better management teams than KO's.

Interesting that despite his devotion to valuation, WB has maintained a long term position in KO through difficult times and what appears to be serious overvaluation based on what he judges to be sustainable competitive advantages.

uf
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