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

To: Seeker of Truth who wrote (45626)8/19/2001 12:19:37 PM
From: Dinesh  Respond to of 54805
 
Hi Malcom:

... We also sell if the gorilla is way overvalued. Otherwise we indeed buy and hold.

I imagine there is also another assumption like, 'we buy the
gorilla only if it not overvalued.'

Regards
-D



To: Seeker of Truth who wrote (45626)8/19/2001 12:42:57 PM
From: paul_philp  Read Replies (1) | Respond to of 54805
 
Malcolm,

I concur. I believe that Gorilla Game investing is quite similar to the WEB LTBH approach - with CAP being substituted for Warren's moat.

Selling or avoiding overvalued Gorillas is not part of the game as documented in TFM although it seems like a reasonable enough modification.

Paul


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