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


To: Rick who wrote (12731)12/13/1999 8:07:00 PM
From: daffydog  Read Replies (3) | Respond to of 54805
 
The manual begs to differ. p.19:

"On the surface, value investors are almost the opposite of gorilla-game investors, and typically the portfolios of the two groups will have no stocks in common. This is because gorilla-candidate stocks are virtually never undervalued in the sense that a value investor means."

Out-of-favor, underpriced stocks which make up the universe of the value investor aren't getting onto the GG investors' radar screens.

MGG



To: Rick who wrote (12731)12/13/1999 8:22:00 PM
From: Mike Buckley  Respond to of 54805
 
Fred,

I agree with your thinking that Gorilla gaming is a tool of the value investor. Another way to put it is that though gorilla gaming is the domain of the value investor, it is not the traditional method mostly because traditional metrics don't identify the value that gorilla gaming brings front and center.

--Mike Buckley