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

To: John Stichnoth who wrote (16866)	1/31/2000 8:00:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Gorilla investing is at heart Value Investing. Thank you, John. I wish the authors had done a better job of clarifying that important point. Instead, they offer in my opinion a very misleading statement when they write in italics that gorilla gaming "is not value investing." Two paragraphs later they clarify it in a comparatively nonchalant style: "Nonetheless, the gorilla game shares with value investing the idea that the market is undervaluing the target stock -- but not because it is out of factor, or because its fundamentals are being misjudged. Rather, in the gorilla game, it is the fundamental dynamics of high-tech market development that are being misjudged, and the gorilla's exceptional competitive advantages simply are not being priced into its stock." (Page 19, TRFM) --Mike Buckley