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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (50895)4/3/2002 7:59:12 AM
From: Judith Williams  Read Replies (2) of 54805
 
levels unsustainable re McNeeley and Gates

Seems to me that I recall several admonishments from the dashing one on precisely that point--and directed at one of his own favorites.

At certain points in a bubble, even gorillas with sustainable advantage can't keep up with the advantage that investors take for granted. Valuation may not play much of a role in identifying gorillas, but it certainly gives broad hints on when to go hunting.

Judith
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