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

To: Mike Buckley who wrote (40172)	3/10/2001 7:17:52 PM
From: Shane M	Respond to of 54805

The author of that article could at least get that fact right. The first manual was published in 1998. The author's right that the gorilla game methodology lacks rules of valuation beyond stating that gorillas are perpetually undervalued. I questioned Geoff about this on the GG email list a year or two ago but really couldn't get any clarification on the point. Up to that point the classic examples of MSFT, INTC, and CSCO had consistently provided returns far above the market averages. GG stocks had moved into unprecedented valuation territory and nobody really had a way to really place a metric on them. I think we've seen the upper limit on potential valuation metrics. Now, how low can they go? Shane