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

To: Mike Buckley who wrote (54471)	10/23/2003 11:37:50 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 54805

Mike, I guess I am still astonished by the minimum amount of time spent on this thread on valuation and a large amount of time spent on defending the whole G&K paradigm and claiming that it is "the best possible". I guess it's surprising because the situation is exactly opposite on "Value investing" thread. It is also surprising because there are less than 20 (to be on the safe side) interesting G&K companies, so each of them could be thoroughly analyzed with multiple assumptions if needed. :) I know you were offended by my previous post, but that's the point I was trying to make there. Best regards Jurgis