I agree with your message completely. Specifically, if the portfolio was doing better, they would be maintaining it, today.
You touch on a point regarding timing that I thought that the authors covered several times. That is, if you think that you have truly identified a gorilla candidate, use the market dips as buying opportunities.
In my case, FWIW, I read the book about 9 months after publication. By then, several of the 'potentials' had sorted themselves out. I chose to buy into Seibel and I2. They immediately dropped 40-60%. A few weeks ago, I added to my positions. The last 2 weeks have helped to confirm the strategy.
I keep monitoring the companies, confirming or rejecting the gorilla potentials. At this point, another dip would have me buying again.
Good luck to you.
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