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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Stock Farmer who wrote (53730)3/22/2003 12:07:41 PM
From: Jurgis Bekepuris  Read Replies (2) of 54805
 
John,

>As for your most recent answer, it is not strong.
>Not because there is no grain of truth, but because
> it lacks quantitative elements.

Sorry, but I can't do better. Other elements of investment that I use - e.g. management integrity (compare Buffett with... almost everyone else) - are also not quantifiable. Yet, I use them in investing. Which does not mean that it's impossible to do great investing in companies with corrupt management. In fact, a lot of great value investors invested in Tyco and some in AOL. It just means that I choose not to invest with managers I am not comfortable with (including some G&Ks).

It's the same thing with G&Ks. Being G&K is a factor which makes me consider a company longer than an equivalent. Also I usually eliminate from consideration companies that are "under shadow of Gorilla". That's it.

>Furthermore, since it is possible to appropriately value
> non-gorillas as well as gorillas, isn't there a
> possibility that other factors besides being a
>Gorilla (or not) come more strongly into the final
>equation?

For me they do! As you saw in my thoughts above, G&K'iness is far from the top of my investment considerations. However, it is still useful for me. And it is close to the top when rejecting companies that are "under shadow of Gorilla".

Jurgis
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