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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Boplicity who wrote (20630)3/18/2000 8:20:00 PM
From: Thomas Mercer-Hursh  Read Replies (1) of 54805
 
Blink and your potential Gorilla is fully priced.

Haven't you rather missed the point? If one is playing the real GG, then it doesn't matter if one buys the gorilla after it has already achieved full gorilla status. Those on this thread who are choosing to accept greater risk by buying potential gorillas during or at the start of the tornado are working from the same world view, but they are really playing what one might call the Tornado Game. At the price of extra risk, there are extra returns to be had by choosing this strategy, but it is not the real Gorilla Game, which only requires figuring out who is and is not a Gorilla after they have already achieved that status.

And, of course, a few bold folks are even buying companies before they go into a tornado ... I suppose that might be called Bowling for Dollars! Their insights are relevant to this thread since we are all working from the same worldview and choosing investments based on their potential for or achievement of gorilla status, rather than any other criterion, but no amount of market speed up changes the basics on which the Gorilla Game is based, it just makes it harder for those playing these variations to get in at the right time.

Likewise, I believe the consensus is that market de-stabilization, while it does produce some overly thrilling short term changes, doesn't really impact a GG investor since GG is intrinsically a long term buy and hold strategy.
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