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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Jurgis Bekepuris who wrote (48005)10/16/2001 6:23:49 PM
From: Jurgis Bekepuris  Read Replies (1) of 54805
 
[Philosophical aside]

Hmmm, the KO-BRK discussion shows clearer than two
weeks of valuation chat that people would benefit
from looking at the companies from numerical (valuationist?)
point of view. It is really easy to get excited about
great brands, great companies, great managers,
great stories, great Gorillas. It is much more difficult
to stand back and define your assumptions and perform
a sanity check on these assumptions.

I am afraid that a lot of people - including possibly me -
still have way overinflated expectations of portfolio
performance going forward. I hope for the best, since
I like happy crowd, but I still cringe at quite a lot
of valuations and expectations built on top of them.

Good luck

Jurgis - not a V-word again!
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