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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Pirah Naman who wrote (48046)10/17/2001 4:25:54 PM
From: paul_philp  Read Replies (2) of 54805
 
Pirah,

My only point is that the excess returns model is a quantitative tool which fits very well into the competitive advantage analysis which is central to to Gorilla Game. If your qualitative analysis says that a company is a Gorilla but it is not returning it's cost of capital, it is time to redo the analysis. I understand that you perceive your methods and models as superior. However, I want something useful and I am willing to trade off accuracy and rigour for utility and practicality.

Paul
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