READ NOTE AT BOTTOM
As any followers of the most excellent Gorilla's and Kings Portfilio Thread know, there are a TON of messages posted on that board. This thread is dedicated to lists of posts from the G&K portfolio thread that are of particular interest. While I am taking primary responsibility for this thread, I would invite others who have compiled lists of interesting posts on the G&K thread to consider adding them to this thread.
Please note I started this list Jan 1, 2000. I have not scanned the lists prior to that date, and probably won't. If you know of any really great posts before then, pelase PM me with them and I'll gladly add them.
Please make every effort to keep the number of posts here to a minimum. I will be happy to serve as a moderator for this process. While I don't own this thread, I ask other posters to respect this intent. The G&K thread has high standards of civility and respect that I would like to have become the norm on this thread as well. Please help out.
Each time I post a new list, I'll simply re-post the link to my personal home pages. I'll keep posting the title here so it'll show up on anybody's watch list though. I'll also post a message over on the G&K thread. See the notes at the bottom of this page for the reasons why I moved it to my web site.
I am attempting to restrict my lists to analysis/questions about specific companies, with a small number of more "general interest" sort of posts. I am specifically not listing etiquette posts, general discussion posts, banter etc. While I value the community feel of the G&K thread, I think it's also valuable to be able to go back and find posts that are relevant to the investment quality of a particular company. That is my primary filter for chosing particular posts to include.
The G&K thread is at:
Subject 25851
New readers of the G&K thread are strongly encouraged to follow the advice posted on the G&K intro page before entering into debates on the G&K thread. I won't say you'll get your head handed to you on a plate, but you really should understand what a "Gorilla" is in terms of the Field Manual ("The Gorilla Game" by Moore et.al.). It's not simply "a really big company". <G>.
Finally, please DO NOT post questions about any of the posts in any of these lists on this board. The G&K Portfolio thread is the appropriate forum for discussing the individual posts. Please send me a Private Message (PM) with questions, corrections, etc. rather than posting them here.
Erick Erickson (Your Humble Editor)
NOTE PART I: As of 7/1/00 the formatting is behaving badly. Previously, the lists would be shown as a pretty table. I haven't opened one in a while, (I write them after all), but when I did this morning you see the raw HTML rather than the formatted type (Windows NT, IE5).
NOTE PART II: The resolution for the formatting problem is that I've taken to posting the lists on my web site at erickson-malinoski.com
Let me know by PM if anything is messed up over there. |
