Great posts by you and JDB, Squire Hawk. We're coming up on the 1st anniversary of the G&K thread,
and despite the increased level of sophistication and scope of our activities, I believe the basic
assumptions we made in early 1999 have proven valid:
The Gorilla Game provides metrics for identifying Gorillas and Kings.
Emerged Gorillas represent the lowest risk/reward investments in tech investing.
The long term performance of Gorillas makes them ideal for ltb&h investors, witness the graphs of
Silverbacks Cisco, Microsoft and Intel:
finance.yahoo.com
If a Gorilla gamer purchased $10,000 of each of the Silverbacks the day after G&K started
and held them through the close of the market yesterday, they'd have realized the following
spectacular returns:
2/15/99 COST 2/8/00 VALUE RETURN
CSCO 10,000 25,274 153%
MSFT 10,000 13,648 36%
INTC 10,000 17,109 71%
TOTAL 30,000 56,031 87%
Qualcomm's returns have turned our heads towards younger candidates, but we must keep in mind that,
even though we classified Qualcomm as having primate characteristics early in their growth
cycle, they were a Gorilla in a Tornado when we found them.
There are very few "pure" Gorilla gamers, and even Lindy Bill has yielded to the lure of pre-Chasm
Sirens, but that doesn't alter the fact that Gorilla gaming works, and is still the safest way to grow
your wealth. If a G&Ker wants to take some risk, a strong King or a small investment in a Snowball
can spice up the portfolio without jeopardizing the remarkable returns that can be reasonably
expected from a G&K portfolio.
uf
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