SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Stock Farmer who wrote (54466)10/23/2003 6:26:28 PM
From: hueyone   of 54805
 
The problem is that by the time a company is recognizeable as a "Gorilla" that the Gorilla Gamer's aren't the only people on the planet who realize this, and the market price is bid up to neutralize potential gains. In fact, Gamers who are purchasing based on the game's criteria alone end up at risk of over-bidding the price.

I would guess that most people interested in the Gorilla game did indeed significantly overpay for companies on the list in recent years, but what is to say the market will not mark down Gorilla to attractive prices from time to time? I know you did a number of extensive valuations on Cisco on the Cisco thread over the years. I think one of your valuations a few years ago produced a $6 per share value. Cisco came within hailing distance of that price last fall at $8 per share. Armhy came down to a price that met Jurgis' fairly conservative valuation criteria as well.

Regards, Huey
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News