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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: chaz who wrote (15031)1/13/2000 12:20:00 AM
From: Mike Buckley   of 54805
 
Each of us has presented companies that have been shot out from under us by the thread's efficient discussion/filter process, so don't think that if you don't find a "pick" that you've failed. Eliminating those we don't want is an absolutely essential part of the GG.

And taking the time to think things through is an equally important part of the Game. It took months and months for a consensus in the thread to percieve any value in Siebel Systems or Gemstar. I think that speaks volumes about the thread's patience and perseverence. Sometimes we take our time getting it right, but we do get it right in the end.

--Mike Buckley
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