Gorilla and King Portfolio candidates - Moderated Message Board

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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated

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To: Uncle Frank who wrote (2910)	1/31/2012 1:40:44 PM
From: DaYooper	Read Replies (1) of 2955

Yes I agree AAPL has way outperformed Q and nearly every other stock over the last ten years. But it’s not a logical progression to say that means the GG strategy was flawed. Better to ask why the strategy didn’t correctly identify AAPL as a gorilla. The objective of our reading and writing here was always to find investments that would, due to their sustainable competitive advantage, outperform the market as whole. QCOM has done just that.

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