>>the book advocates buying baskets of gorilla candidates while this thread, for the most part, seems to prefer to buy single established gorillas or extremely likely emerging gorillas... Now, which approach is smarter/safer/more lucrative?
That's a very astute observation, SH. I'd be very interested in your assessment.
When Dancelot and I started G&K, we agreed that we disagreed with the market basket approach. It took too much vision and required constant evaluation efforts. If you look at the early posts, we stated many times that we preferred the safety of the Silverbacks. As time went on, we acquired threadmates with extraordinary valuation skills <ie, Merlin>, and let them lead us to Gorillas fresh from the shell, but emerged.
That divergence from the fm has led to a some healthy debate on the thread. Energetic market basket advocates like Cha2 and Bruce Brown chafe at the conservative nature of the thread, while the more hide bound set refers to their candidates as Shiny Pebbles. An enterprising threadmate by the name of Ranier Trinadad actually started a sister thread devoted to the earlier stages of identification (Bowling Alleys and Tornadoes: G&K Hunting Grounds), but it hasn't been very active. Another group felt we hadn't given enough attention to the Godzilla stocks, so Sir Teflon started a sister thread devoted to b2c and b2b companies.
Imo, expanding the scope of G&K is not a solution; it's almost impossible to keep up with its "narrow" focus now. Threads take a lot of work, and there are very few who seem willing to make the commitment necessary to keep them going. I'm very grateful to a number of contributors here who have made it possible for the Silverback thread to survive. The only rewards they have gotten are heraldic handles, and profit bloated portfolios <g>.
uf |
