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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: JRH who wrote (14829)1/10/2000 12:56:00 PM
From: John Stichnoth  Read Replies (1) of 54805
 
Or, do we want to set up a third portfolio, of companies that are possibly g/k's, but are not held by the thread? PSFT might be a prototype of this kind of company--it has a central position in a niche not large enough to qualify as gorilla territory, and it has been considered (and generally rejected) for gorilla status. ORCL might be another name on this list, purely because it is so rarely held by threadsters.

I personally maintain a portfolio of "sold" stocks, to watch how I do generally in rejecting stocks. A third portfolio might watch this element of our discussions.

(And, I realize I may be volunteering for something here)

Best,
John
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