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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tekboy who wrote (12173)12/6/1999 9:14:00 PM
From: gdichaz  Read Replies (2) of 54805
 
tekboy: Hey, I am pleased that you "respectfully" strongly disagree with my point that this thread look for young royalty as well as young gorillas. Or to use other language, are you really suggesting that the thread benefits, and more importantly we as investors benefit, from dismissing potential baby princes without any consideration here at all by the simple expedient of calling them "shiny pebbles"?

With equal respect, I suggest that this pejorative label is a matter of habit, custom, and a means of shutting off suggestions for futher analysis of young promising companies. The shiny pebble label doesn't stand up to close examination.

First, a shiny pebble is what? A small rock with luster which is fake. Otherwise it would be worth more careful examination, no? Clearly something only a fool would consider seriously. I suggest that the baby or young princes which are falsely labeled "shiny pebbles" deserve careful consideration - not dismissal out of hand - if we are serious here about looking for future Kings, not just gorillas.

Second, a shiny pebble is inanimate, stationary. It just lies there. Nothing could be a more absurd characterization of the likes of the Q and JDSU in 1998. Or PHCM and/or ARMY now, which are among the most dynamic young potential royalty around.

I submit that the shiny pebble label is false, misleading and counterproductive in the extreme.

It means that new rapidly growing emerging potential princes are dismissed out of hand. That is not consistent with the Gorilla Game book which encourages finding new emerging potential gorillas or kings and checking them out.

At a minimum I would respectfully request that if the purpose is to shut out new poster's nominations of companies that are not yet obvious gorillas or kings, let's be frank about that.

If the purpose is to protect uninformed investors from themselves, let's be open about that.

The future is in fact in the "shiny pebbles" - so called.

This is where the gorillas and kings will come from.

OK perhaps the youngsters are more difficult to pick and have a greater downside. But is due diligence on them to be discouraged?

I submit not.

Cha2

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