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

To: paul_philp who wrote (47691)	10/8/2001 8:28:32 PM
From: Thomas Mercer-Hursh	Respond to of 54805

applying valuation to gorilla gaming is not obvious. Agreed. Really applying valuation in any way beyond simple stock screening is difficult and non-obvious, but applying it to gorillas is that much worse since one doesn't know how to include the gorillaness in the analysis, although clearly it needs to be there. Likewise, I think that both the bubble and the bust are substantially complicating factors. Any computations made today are likely to produce screwy, i.e., not meaningful, numbers because of the short term distortion which events have produced.

To: paul_philp who wrote (47691)	10/8/2001 9:17:37 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> As such, this is worth discussing. It would be if anyone would put a stake in the ground and offer a thesis that could be debated and refined. Actually, Malcolm has done that, but none of the gang lobbying for more attention to valuation have shown any interest in it. All I can conclude from that is there is more interest in sloganeering than in developing a working model. But as far as I'm concerned, we don't need a new slogan. Buy low, sell high is quite adequate. All that's left to do is figure out what's "low" and what's "high" without using a rear view mirror. Who wants to take a shot at it? uf