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

To: Uncle Frank who wrote (40226)	3/10/2001 9:43:24 PM
From: A.L. Reagan	Read Replies (1) \| Respond to of 54805

I believe that Warren's stake in KO has diminished from its high - but if you look at KO, you can see that Warren doesn't ipso facto shy away from a high P/E ratio. To Mike, don't have the book here handy, but there were a number of inferences that computer technology was a different investment arena, subject to its own rules. To some extent that is true, but I still contend that those assertions led many readers into a trap of believing that all the rules were different. "Price to vision ratio" .... gimmee a break. It all boils down to discounted free cash flow... easy to say, tough to ferret out and project. So identifying the gorillas is one step; deciding which ones to invite into the portfolio is another. This thread has done a great job fulfilling the mission of gorilla identification.