Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jurgis Bekepuris who wrote (54472)	10/24/2003 12:12:46 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Jurgis, 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". Maybe it's just my perspective (and maybe an inaccurate one at that), but I don't see a lot of time spent "defending" the G&K paradigm. That's mostly because I don't think there's any reason to defend it. That goes with my previous post to John Shannon that I couldn't care less if anyone uses G&K strategies, metrics or whatever; not caring about that relieves me, and I assume everyone, of any reason to defend anything. I also don't remember anyone stating that G&K investing is the best possible method. If they did, I hope I had the maturity to ignore it or refute it. Making such a claim would be poppycock, as would any such claim about any investment method. I've always maintained that there are lots of very profitable investing processes. Moreover, I often mentioned that G&K investing (in my opinion) should be incorporated by very, very few investors. That's also consistent with my statements that almost everyone should be investing in index funds (primarily if not entirely in an S&P 500 index fund), not common stocks. I guess it's surprising because the situation is exactly opposite on "Value investing" thread. I'm surprised that you're surprised. :) Value investing requires running valuations. I would hope a thread devoted to value investing would emphasize measuring valuations exactly as I would hope a thread devoted to momentum investing would emphasize measuring momentum. It is also surprising because there are less than 20 (to be on the safe side) interesting G&K companies The very safe side. The single biggest frustration for me is that there are a LOT fewer than 20. I'd appreciate it if you would please explain why you're taking the time to make the observation that there isn't enough valuation being done here when you could instead be offering valuations. I believe we should offer solutions rather than complain about problems. I know you were offended by my previous post, but that's the point I was trying to make there. That may be the point you were trying to make but the point you were much more successful in making had to do with "smug superiority." I believe you owe me and the thread a public apology. --Mike Buckley