Should we be looking for Godzillas before Kings? LindyBill, UF, Mike, Bruce Brown, Downsouth, Tekkie, StockHawke, what do you say?
Apollo
I can only speak for myself (and my wife and the portfolios of my children). I have us loaded with Godzillas like DoubleClick, AOL, Yahoo! and added eBay this fall - although a much, much, much smaller position in the auction C2C player. As to the question of should we be looking for Godzillas before Kings - that's all up to the individual investor's profile, goals and risk/reward comfort level. In the revised manual, the authors point out that a lot of the 'game' will be played in the Godzilla space going forward. Not the Gorilla Game, but the 'investing game' within the Gorilla/King = Godzilla Game. However, I owned all of those stocks before I even read the first manual. I also own Kings like EMC and JDS Uniphase. Then again, I keep a diverse portfolio and each investor has to choose their own comfort level and strategy. Thus far, I'm not complaining about my strategy, diverse as it is. If this Qualcomm thing doesn't work out, I've got my bases covered. <vbg>
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