Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (1919)	5/13/1999 12:39:00 PM
From: LindyBill	Read Replies (1) of 54805

Both AOL and ATHM are perfect examples IMO where the book needs to be valued for its insights and general approach rather than literally. But know that is heresy here GD, the problem is, if we don't stick to rigorously defined terms, the whole thread degenerates into a bull session, and we lose the ability to evaluate companies by the definitions. There is nothing wrong with being a King! I have made a bundle on Aol and Dell, one a King, the other a Prince. But! I blew out of Dell a lot faster because I was using the definitions, and understood the higher risk on a King. We are not wearing purple robes and handing down edicts here, you are perfectly free to use your definitions. But, when we use the "gorilla game" definitions here, we all understand what we are talking about. That's why one of my favorite sayings is what Strother Martin told Paul Newman in "Cool Hand Luke", "What we have here is failure to communicate!"

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