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My background is predominantly Mechanical Investing, but I've noticed (also on BRK) that stock strategies tend to select stocks of certain risk/reward levels, rather than be absolute "end all" selection criteria.

<< Well, one POSSIBLE problem MAY be the enormous valuations of most promising tech stocks today. >>

One thought is that these tech stocks, like JDSU and PALM, have a different risk/reward than gorillas like CSCO and MSFT. IMO, Today's sexy tech stocks are very high-risk / very high-reward stocks, while gorillas are "just" high-risk / high-return. Likewise BRK-style value stocks are low-risk / low-return.

So, IMO, there's nothing wrong with GG or BRK. Just do the usual diversifying by risk. For your high-risk / high-return stocks, choose GG. For your other risk levels, look elsewhere.


Washu! ^O^
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