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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (48137)10/20/2001 3:59:33 PM
From: Thomas Mercer-Hursh  Read Replies (1) of 54805
 
I believe those methods are discussed here in this folder from time to time, but they get met with resistance because people too often want empirical evidence of predictability even though valuation isn't predictive.

Valuation based on trailing results and conditions isn't predictive, but valuation on projected results, e.g., FCF can't really be separated from the projections, i.e., predictions. I don't see valuation based on trailing results being of much use with a gorilla except maybe one firmly on main street. Valuation on projected results may not be predicting, per se, but the difference seems to me to be rather a fine distinction.
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