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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (8155)10/12/1999 1:28:00 AM
From: tekboy  Read Replies (1) of 54805
 
<<Hey, why are you and BB wasting good posts on other threads?>>

You know, it's funny. I try to supplement G&K with company-specific threads, some of which (not sure why) are better over at the Fool. Once there, however, one finds oneself surrounded by earnest newbies, who are often quite nice and well-meaning but helpless and pathetic. I find it brings out the teacher in me--I can't just let them flounder, and want to help steer them on the right path. Also, it's a way of paying back all of you guys, who took the time to teach people like me which way was up.

For example, on the Fool SEBL thread this evening, some guy innocently asked Merlin directly what he thought of Gemstar, and whether it was too pricey to get in now. Well, I knew Mike was away for a while, and I know how seriously HE takes the education of the newbies. So I felt guilty just passing by and leaving the guy hanging--and promptly wasted almost half an hour trying to tell the guy what Mike would have told him if he were there.

My stuff is really basic--just things like, "well, X is not really a gorilla according the strict definitions used in Geoffrey Moore's books, and thus it has to execute well," or polite versions of "RTFM." But I thought Bruce's SUNW musings were strong enough to be of interest here.

tekboy@reallyshouldworknow.com
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