SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: voop who wrote (6791)9/22/1999 2:40:00 AM
From: Mike Buckley  Read Replies (3) of 54805
 
"After gorillas, the next most desirable holds are application software chimps if they have secured at least one dominant position in a niche market."

StockHawk or who found that,

If it's not too much trouble, could you post the page number so I can review that in context. The more I think about that out of context, the more I wonder about it.

The authors might be prone to thinking that because kings are known to hit the brick wall. (I'm referring to the graphic of the competitive advantage period.) But I have to wonder if the stock of kings doesn't appreciate faster than niche-dominating chimps.

If I'm right that the stock of kings does appreciate more, it probably comes down to how long the king's stock appreciates before hitting the wall, which is the ultimate risk of any king. If that's the essence of their point, the story of the turtle and the hare might be analagous to niche-dominating chimps and kings, respectively.

--Mike Buckley
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext