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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (3555)7/8/1999 10:44:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Lindy,

If you have really caught a Gorilla in a Tornado,
IT IS ALMOST IMPOSSIBLE TO LOSE MONEY!


I'm not sure that's true. I'm still wary of the fact that all of the case studies and brief mentions in the book cover a period that happens to be the strongest bull market in the history of the stock market. What would happen, as an example, if someone bought a gorilla at ridiculous valuations and within a year or so a new, discontinuous innovation comes along and displaces the gorilla?

--Mike Buckley
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