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

To: Mike Buckley who wrote (42271)	4/30/2001 12:27:14 AM
From: Thomas Mercer-Hursh	Read Replies (2) \| Respond to of 54805

That's because the stuff of valuation can be hard, dry work and tends to be especially difficult for those who tend to be right brained instead of left brained. Numbers may be daunting to some folks, but frankly this doesn't hold a candle to the difficulty of really understanding a company, product, market, and competitors which is the hear of GG. If the worst thing I had to grapple with to make great investments was valuation metrics, I would shout hurray and dive in with force. Sure, others may not be as comfortable with the mathematics as I might be, but that is what software is for, to make that easy. The really tough part is understanding. And, just how tough that is is illustrated by the number of CEOs that just don't quite get it.

To: Mike Buckley who wrote (42271)	4/30/2001 11:31:41 AM
From: Pirah Naman	Respond to of 54805

Mike: I believe that there may be more interest than is casually apparent. I agree with you, based on the PMs I got to valuation posts. But it is still much less than for company selection - as it should be, especially on this thread - and that is reflected in the relative levels of discussion. the stuff of valuation can be hard, dry work I have to be reminded of the former, thanks. As to the latter, I agree. And I think that is a large part of why there is little discussion - it isn't anything which inspires the imagination. All this said, I think that there have been enough different people on this thread who have tried to discuss valuation issues that if somebody wants more discussion, all they have to do is jump in. - Pirah