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Strategies & Market Trends : Buffettology
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To: Paul Senior who wrote (2968)1/29/2002 10:31:05 PM
From: Shane M  Read Replies (1) of 4690
 
Paul,

I a huge GG fan, but IMHO the glaring weakness in the Gorilla Game is a lack of emphasis in valuation. Someone who approaches the GG with attention for valuation and historical valuation ranges has a good shot of doing well in the tech sector.

Shane
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