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

To: Pirah Naman who wrote (47941)	10/15/2001 10:03:09 PM
From: Uncle Frank	Read Replies (3) \| Respond to of 54805

>> since the putrefication of the horse we were beating might have prevented you from being able to watch all the action (gum flapping), you might be receptive to a little bit of backseat officiating. Very considerate of you, Pirah, but I paid special attention to the conversations today during my tally. At the time I made it, there were 50 posts on the day. Nine of them related to companies of interest, 13 were social, and 28 (56%) addressed valuation methods. The disappointing thing is that there were no conclusions reached, just unsupported assertions. It made me wonder if we shouldn't create a version of Project Hunt for those who want to propose valuation theories. It really would be nice to see some of these methods put to a standard objective test. Perhaps we could take a single consensus Gorilla, like Cisco, and see if the various valuation methods could predict inflection points over the last 5 years. Do you think this would be useful or possible? uf