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

To: Bruce Brown who wrote (48240)	10/23/2001 4:19:50 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> To ignore all of the above and the historical precedent for each would either be a futile attempt at denial or a flip of the wrist at those who care about such issues... No argument here, but I felt that Eric and Paul's critiques were focused on the volume of posts that address those issues and the degree of repetition. >> ... and wish to discuss them within the context of the folder. In point of fact, many of those discussions have been general in nature and not linked to the theme of the folder. Sustainable competitive advantage has been largely disregarded as a factor, while the concept of revision to the mean has emphasized. uf

To: Bruce Brown who wrote (48240)	10/23/2001 4:43:28 PM
From: paul_philp	Read Replies (2) \| Respond to of 54805

Bruce, I do not consider valuation off-topic at all, as my writing on the subject might indicate. The valuation threads on this board in the past six months have become so pendantic as to be of no practical use to me (and I expect others). If people would like to have a discussion on valuation which is calibrated to such a fine degree I suggest they start a new board. In the whole debate I feel we have had very little practical discussion about valuation techniques and methods as it relates to the Gorilla Game. Just one man's opinion, Paul