>> You are just a trader, who happens to be trading QCOM or MSFT, rather than AOL or THQI or DD. You have no competitive advantage over any other trader. I don't see that as a trading strategy it is better to trade GG stocks rather than any other stock. You're still a trader.
Bingo, RR; nice summary. Subjects like allocations, options, and timing come up because they are interesting, and there are no Off Topics on this thread (other than rudeness).
>> the whole point of GG investing was to attempt to find, before the fact, those few companies with such extraordinary competitive advantage that they will, over the space of many years, far out grow the average company in earnings, revenue, etc.
Close, but no cigar. Actually, Kings and Princes can outgrow Gorillas. Check out this 5 year comparitive chart of AOL, Dell, and Intc for confirmation:
siliconinvestor.com
The Gorilla Advantage is that there is a must lower risk involved in holding them for the long term.
Thanks for your comments,
uf
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