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Strategies & Market Trends : Options
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To: Poet who wrote (1586)1/24/2000 11:24:00 AM
From: SecularBull  Read Replies (2) of 8096
 
Jill, are we to consider ITWO as a gorilla, or as a chimp?

I'm not a gorilla investor, per se, and am new to the method. I have noticed that ITWO seems to have quite a "gorilla" following, and this might explain the recent 12 bagger that I've experienced in it.

In reading The Gorilla Game, I guess that I'd have to consider myself a concept/theme investor (given my highly diversified play in bandwidth). This is also an evolved style that has changed from my earlier style of holding fewer names. My thought is that 100-200% returns (very likely with my current holdings) are huge numbers at my level, and I'd hate to sacrifice a ton of capital for playing in a less diverse field. I do see the point of less-is-more advocated by the authors, but I'm not sure that I'm in total agreement. Still thinking about it.

I do enjoy this thread, even if I'm not a true gorilla hunter.

Thanks.

LoF
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