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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Tom Chwojko-Frank who wrote (1633)3/21/2000 5:14:00 PM
From: still learning   of 1817
 
Youre asking the wrong guy, since I weight SFE at 75%. They have *far* outperformed the market over a long period of time, and have more likelihood of success than a single stock, so I've made them a cornerstone. You may feel differently re weightings, but over a 10 year period they have grown by 94x (not including IPOs and spinoffs, which just about doubles that return) So they've grown almost 200 times over in 10 years, and they are well positioned for the next 10 years.

Still selling for about 1/3 the mkt cap of ICGE and CMGI, the other two leaders.

BTW, LDP is also interesting.
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