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

To: alburk who wrote (30706)	8/29/2000 3:49:43 PM
From: Uncle Frank	Read Replies (4) \| Respond to of 54805

>> Gorilla Gaming is a value approach at its core If you check page 18 of the fm, you'll find the authors disagree with you. ...the gorilla game shares with value investing the idea that the market is undervaluing the target stock _ but not because it is out of favor, 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 the stock. I have never met a value investor who has deemed our gorillas to be attractive investments. uf