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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (12683)12/13/1999 5:41:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Stan,

Therefore, does this mean that the sequential order of desirable equities is: 1. gorilla....2. godzilla, which is a blend of gorilla/king....and 3. King, in this order?

I think it's easy to confuse the power of a Gorilla, Godzilla, or King with the "right" equity. Yes, a Godzilla is more powerful than a King in the sense that it enjoys the benefits of a business model based on networking effects. Unfortunately, the Godzillas belong to a sector -- the Internutz -- that has so few players that the players tend to be overvalued even thought the Internet category is undervalued. That's part of the reason it's so risky to own the Godzillas compared to the Gorillas -- the market tends to undervalue the Gorillas while it tends (so far) to overvalue the Godzillas.

Just my opinion.

--Mike Buckley
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