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


To: EnricoPalazzo who wrote (48004)10/16/2001 6:06:29 PM
From: Jurgis Bekepuris  Read Replies (2) | Respond to of 54805
 
Ardethan,

I hope you understand that growing from 10 billion
to 100 billion is significantly different than
growing from 100 billion to 1 trillion.
Even more so with 1 trillion to 10 trillion.

USA GDP is 9.3 trillion just in case you forgot.

BTW, you write:

>They achieved 32% over the past year.

32% what? Earnings growth? Buffett does not count
his GAAP earnings since they are lumpy and totally
distorted... Stock price growth? That's easy to
achieve - just first drop the stock to 0.
Revenue growth? I sincerely doubt it.

Jurgis - even for MSFT, even for BRK....
or did we learn anything from the bubble?



To: EnricoPalazzo who wrote (48004)10/16/2001 8:53:42 PM
From: Thomas Mercer-Hursh  Respond to of 54805
 
hey, maybe warren would buy a sportscar!

At *what* age?