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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: pompsander who wrote (12667)	12/12/1999 11:43:00 PM
From: Uncle Frank	Respond to of 54805

>> I realized that I firmly believed in the lessons of our little thread here Thanks for a very nice compliment to the gang, pompsander. It's a little thread, but one with very large ideas and even larger returns for those who have adopted the g&k way of investing. uf

To: pompsander who wrote (12667)	12/13/1999 12:14:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

pomsander, I enjoyed your post about the "pros." One of the traditional thoughts you put under the microscope was that "modern portfolio theory requires reversion to the mean." I'm curious what they'd have to say about Moore & Gang's assertion that valuations of network effects revert to the extreme. Never mind. In truth, I don't have the slightest interest in what they have to say about it. :) --Mike Buckley