Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (48441)	10/28/2001 7:24:03 PM
From: Jurgis Bekepuris	Read Replies (2) of 54805

UF, >The only way you'll ever find out is to read it yourself. A rather oversimplified version of my thinking is in my reply to Eric. It's definitely open to attacks. :-))) Yeah, I know that sometimes figuring out a Gorilla takes more than 3 months ;-))) I guess I care more about "brand-with-moat-highROE-ARP" (TM) than about true pongidity... >I'm pretty sure the thread consensus favored integrating > valuation considerations into the vetting process. I will be glad to contribute when I have something to say. >> 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. Oh yes, I have. I just sometimes feel that I intrude... Jurgis - and also I can't discuss KO... :-((( ;-)

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