Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (19112)	3/1/2000 9:25:00 AM
From: John Stichnoth	Read Replies (1) of 54805

Bruce, Thanks for the chart. Helpful, even though the questions were really meant to be rhetorical. The chart does help clarify the questions--When will all of the right-facing arrows, after the year 2000, come to their terminal dates. I'm thinking about Ch 4 of the manual, Competitive Advantage Period, and Competitive Advantage Gap. Eg., page 97 of the rfm. If you overlaid a stock price chart over figure 4.6a, it should (ideally) lead the curve of the Gorilla. And the question I'm working on is an approach to decide whether the Gap has been discounted by an early (premature?) rise in a gorilla' market cap--which will limit the longer term outperformance in the face of the eventual demise of the CAP. Best, John

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