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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jurgis Bekepuris who wrote (48432)10/28/2001 7:09:02 PM
From: Uncle Frank  Read Replies (1) of 54805
 
>> I have not read TFRM, but if it does really say things referenced in Don's posts, I don't want to read it.

The only way you'll ever find out is to read it yourself. The Cliff notes just don't do it justice.

>> maybe the thread is right, the valuation discussions should be forgotten again and only the pongid genes should be discussed.

I'm pretty sure the thread consensus favored integrating valuation considerations into the vetting process.

>> I would be much more happy to hang out in Buffetology thread.

Sorry to hear that. I was hoping you had grown fond of us.

uf
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