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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (11262)11/28/1999 4:19:00 AM
From: LindyBill  Read Replies (4) of 54805
 
RE: Group Think

This thread was started and initially posted to by people who believed that there was value in the "Gorilla Game" Concept. The people who have joined us since have also subscribed to this, or they would have left.

These means we are composed of a self-selected group who tends to think alike. This is the generic basis for any type of group in the world, IMO.

So the reason we tend to agree with each other is because of that, not because of any stock we have chosen. The intelligence and thinking came first, then the stock.

With the Dell thread, for instance, the Stock came first, then the people joined the thread, and the stock was the rallying point, not the method of acquisition. This type of attitude can be found on the Q thread, although not, IMO, to the extent I observed it on the Dell thread last year.

What I am saying is, "Birds of a Feather flock together".

The "Birds" on the Dell thread were not looking for any reasons for Dell to go down, and would "pick to death", any interloper who brought up a negative.

The "Birds" on this thread are constantly challenging each other about the stocks we are investing in.

Q is not exempt! I have said, on this thread, that I cannot find any downside to Q. this does not mean I have quit looking for one. For instance, I have been pondering recently, the effect on Q, if China became a big customer, and China attacked Taiwan! Far out? I am not too sure.

One of the gratifying side effects of our self-selection is that we automatically do not attract the type of thread mates that we do not like on many of the other threads. You have all noticed the type, I am sure, who makes a couple of posts here, don't like the answers they get, and quit posting!
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