tag:blogger.com,1999:blog-24695385.post115932593319342898..comments2023-09-15T07:56:04.399-04:00Comments on The Strategic Investor: I've left the temple of True RelgionStrategic Investorhttp://www.blogger.com/profile/06847403858456772158noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-24695385.post-1159427633866145872006-09-28T03:13:00.000-04:002006-09-28T03:13:00.000-04:00Jason, check the DCF in the next post. TRLG can g...Jason, check the DCF in the next post. TRLG can grow a little slower than 30% per year and still be worth $22, but I agree that fashion is always difficult to project too far in the future.<BR/><BR/>What makes $500 million in market cap the right number in your mind?Strategic Investorhttps://www.blogger.com/profile/06847403858456772158noreply@blogger.comtag:blogger.com,1999:blog-24695385.post-1159364011430764492006-09-27T09:33:00.000-04:002006-09-27T09:33:00.000-04:00I too have sold most all of my TRLG shares with ne...I too have sold most all of my TRLG shares with nearly the same analysis as yours Doug. I put the $500 million as being the "fair" value for a "NEED" to continue to grow at roughly 30% per year for at least the next 5 years. Fashion as we know is fickle.. so I'd rather take my $500 million and put it in the bank..for now. $350 million market cap would have me looking back to buying again perhaps.Anonymousnoreply@blogger.com