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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (7972)10/10/1999 11:57:00 AM
From: StockHawk  Read Replies (1) of 54805
 
I think there is a much broader set of Gorillas in the tech sectors than we discuss.

I agree with that statement, Frank. I also think we may be overly restrictive in defining gorillas here - which is a good thing (better to be safe than sorry, and all that).

Note this line from the Introduction of the revised FM:

"Ours is deliberately a hyperselective investment strategy which calls for investing in as few companies as possible. The number of hoops a stock has to jump through to get into the final set is so great, and the criteria are so restrictive, that perhaps 100 of the 8000 or so public companies - and no private companies - will qualify"

The book does not seem to clarify if that 100 number is a guess at the number of gorillas (doubtful) or a guess at the number of stocks in the baskets, but in either case it would appear to be a wider list of companies than we might otherwise assume from reading the text or the discussions here.

StockHawk
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