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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: hueyone who wrote (48030)	10/17/2001 11:35:55 AM
From: Uncle Frank	Read Replies (1) of 54805

>> Buffet will only purchase a stock (a "business" is the term he prefers) if he expects the present value of the future "owner earnings" from the company to exceed his purchase price. Does he ever re-evaluate that expectation? From the following chart, it's obvious that KO's valuation rose to unsustainable levels in early '98. Wouldn't it have made sense for him to sell when it got out of line, hold the cash, then buy an even larger percentage of the business in the first quarter of 2000 when the KO's bubble burst? finance.yahoo.com >> The manual, with its total neglect of valuation... Not total. See pages 80 through 97 of tfm. uf

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