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Strategies & Market Trends : Gorilla Game Investing in the eWorld
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To: Seeker of Truth who wrote (493)10/25/1999 6:35:00 AM
From: gdichaz  Read Replies (1) of 1817
 
Malcolm: Not a wiser nor less wise opinion, since I agree with the main thrust of your post.

My actual investments in the internuts reflect just that. I sold the few individual internut companies I owned and have two horses and two rabbits in my rabbit stew (the old joke about half and half - one horse and one rabbit) among the nurturers.

The horses: SFE and ICGE

The rabbits: CMGI and Softbank

The reason for that weighting is Teflon's point early on which I agree with that the true "nurturers" are SFE and ICGE, since both follow on with their companies long after they are "launched" and have a keriatsu (sp?) type of relationship of partnership and mutual support.

Strangely Softbank is the least supportive of its "graduates" - those IPO'd - very unJapanese of that Japanese company.

And CMGI is a swinger which is a money and ego enhancing machine for the founders more than a benefit for the stockholders.

All just IMO.

Having said all this, I am looking for a "few good stocks" here like the Marines' slogan used to be looking for a "few good men" - prior to the politically correct modification of that. Grin.

So I find Bruce Brown's careful, thorough, researched based analysis of great interest. Hope others will emulate his analysis here. Others have presented excellent cases also. Hope others will join in.

I will probably pick up some individual company stocks in the future from among them (with emphasis on B2B Godzillas). Looking forward to that.

Best - and thanks.

Cha2
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