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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Judith Williams who wrote (48096)10/19/2001 3:00:38 PM
From: Pirah Naman  Read Replies (1) of 54805
 
Judith:

I think we also must take that assumption a step farther and consider a follow on assumption--that the market ecosystem as a whole is subject to cyclicality.

Very reasonable assumption, being as it has been repeatedly demonstrated as real. :-)

Right now our metrics for valuation are intrinsic--having to do with competitive advantage and where the company is in the TALC. I would argue that what we have seen over the last year and a half has little to do with either, and everything to do with systemic factors for which we have few metrics and even fewer insights into the interaction of the subsystem and the wider environment.

Yes, all the valuations discussed have been company specific. But we can recognize the demonstrated correlation of individual stocks to that of the broad market. We do have the option of considering that "market force" and adding in market valuation as an indicator.

- Pirah
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