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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Seeker of Truth who wrote (15038)1/13/2000 1:03:00 PM
From: John Stichnoth  Read Replies (1) of 54805
 
Malcolm. Good list of what these guy's have going for them. Perhaps we can add one:

6. Deal Flow Opportunities. They are so well known that they probably see a heck of a lot more deals--unsolicited--than others in the business.

fwiw, I don't mind occasional discussions of internet plays on this board. I'm not going to invest immediately, but it helps to round out thinking, given the amount we talk about internet infrastructure plays. And, at some point, it will become clear that some of the internet business models work.
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