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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: gdichaz who wrote (48043)10/17/2001 3:59:36 PM
From: paul_philp  Read Replies (1) of 54805
 
Cha2,

Hey, at least Moore gave us some pretty strong hints that he was selling out.

I think that the CAP, GAP model is worth keeping. The idea of CAP as the period of time a company can produce excess returns (ROIC > WACC) is very useful.

I also think that MICAP (market implied competitive advantage period) is very useful. It may be the tool people are looking for when they search for a overvaluation signal.

For example, if Microsoft and Cisco had MICAPs of about 15 in 1996, 1997 what does it say about my stock now the ________ has a MICAP of 25 years.

As usual, Moore does none of the heavy lifting. He just present the model in a very understandable way.

Paul
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