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

To: Stock Farmer who wrote (45946)	8/29/2001 1:32:32 AM
From: chaz	Read Replies (1) \| Respond to of 54805

John: I don't understand this. One thing I do find greatly useful is to watch the change in ratio of book value amongst asset classes. So perhaps we can agree that assets/share form a key element of valuation (this is what you are buying after all). Then add the prospective ability of the company to increase assets per share into the future (discounted forward free cash flow)... and then measure how well they do by watching the changing disposition of assets amongst the various classes. ...but I'd like to. Care to say it another way? Chaz