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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jurgis Bekepuris who wrote (54457)	10/22/2003 9:12:12 AM
From: Jurgis Bekepuris	Read Replies (1) of 54805

Well, let me make an observation and ask a question. If I remember correctly (and please correct me if I'm wrong), in the last two years that were pretty good for buying G&Ks, Mike Buckley was the ONLY ONE on this thread to discuss concrete company valuations. (Eric L. posts generic mobile com valuation measures once in a while and a number of posters discussed such topics as stock options and FCFs, etc.) The question I have: if nobody was discussing valuations when they were reasonable and perhaps low, how can G&K thread expect that the participants will not buy at the top again and will not experience the suffering quoted in numerous posts? Jurgis

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