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Strategies & Market Trends : Value Investing

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Jurgis Bekepuris

To: Jurgis Bekepuris who wrote (58152)	10/10/2016 11:55:14 PM
From: Shane M	1 Recommendation Read Replies (1) of 78745

"Regarding valuation, yeah, Gs can be overvalued. But valuing them at Value Investing level and using low growth conservative valuation methods doesn't make sense either. I took a look at some of my own posts on G&Ks and I think that was one of my big mistakes. Another mistake - the one that pretty much everyone committed - is not figuring the true Gs and not holding them forever. " I don't expect to find many "gorillas" in value stock territory (although aging gorillas like MSFT, INTC and QCOM have been unexpectedly there at various points in the decade or so.) I'll admit I could be wrong about the world moving faster now, creating shorter lifespan for gorilla. I expect that, but it very well could be wrong. PYPL Paypal is really the only stock I have currently that in my mind has developing characteristics of a potential gorilla candidate w/ network effects, but unsure if it'll be able to get there or not. It is expensive for sure. Like you mention I didn't hold my gorillas long enough. I sold my MSFT several years ago at a much lower price than it is today, and sold my INTC maybe last year, and it's gone on to new highs since then.

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