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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Stock Farmer who wrote (53692)3/21/2003 8:41:08 PM
From: Jurgis Bekepuris  Read Replies (1) of 54805
 
John,

I agree with what you say in this post.

But then you followed with the next post, which asks: "why bother [to determine Gorillaness]?"

I think you are contradicting yourself or getting lost somewhere. So how about yet another rephrase:

- No, Gorillaness does not necessarily make a company good or bad investment ("non determinant" in your words)
- But Gorillaness - IMHO - provides sufficient additional information about company's business model and prospects, that it influences the valuation models and therefore investment choices.

Or even in other words: for Gorilla the margin, ROE and possibly growth estimates are more reliable (don't ask how much - I won't put a quantifier) than for non-Gorilla. And this again influences investment decisions.

So determining Gorillaness is worthwhile.

Jurgis - at least to me
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