Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: kumar who wrote (21669)	3/29/2000 10:50:00 AM
From: kokomama	Read Replies (1) of 54805

Hunting/Searching for markets/tornados or companies? Good thoughts. I gain immensely from the summaries done by individuals on companies in the hunt. But if I recall G. Moore's gg investing recommendations, it was,as you suggest, to first identify markets within tech sectors that had tornado possibilities, and then buy a "basket" of stocks within that market, not knowing which one would end up being the gorilla. Then trim the basket down to the gorilla. I struggle when I examine this stuff because I feel ignorant about determining what's "discontiuous innovation." This board and others often help with that. Bought some LHSP this am, now that it has bought Dragon. Voice recognition software is moving quickly. I don't see them as a gorilla, but I think right now they are indeed the king...big head start...high switching costs. Any other thoughts? kokomama

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