Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Stock Farmer who wrote (48040)	10/17/2001 3:40:58 PM
From: paul_philp	Read Replies (1) of 54805

John, Have you ever read the chapter on "Living on the Fault Line" on Moore's theory of valuation? It is a natural extension from the Gorilla Game. It is pretty clear and between TGG and LOTFL I assert Moore present a comprehensive model for understanding valuation. I believe the model is directly inspired by Maubossin's CAP work with Paul Johnson. MM and PJ present a method for peforming valuations. I have often wondered why none of the valuation fans ever return to the valuation model at the heart of the Gorilla Game. Paul

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