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Strategies & Market Trends : Value Investing

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Jurgis Bekepuris
To: Jurgis Bekepuris who wrote (58147)10/8/2016 3:40:37 PM
From: Shane M1 Recommendation  Read Replies (1) of 78711
 
There are lots of great ideas in the Gorilla Game book, especially thinking about network effects, but one thing not found is any relevant discussion of valuation - only this idea that gorillas are always undervalued.

a post I made in 2012 regarding MSFT and INTC still climbing out of the hole created by the 2000 valuation bubble:
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