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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (21708)3/29/2000 3:31:00 PM
From: shamsaee  Read Replies (4) of 54805
 
<It concerns me that of late we have gravitated towards stock picking in the area of pre-Chasm stocks>
I completely agree with you and it gets very confusing to understand these companies.To date,I have not bought any of the project hunt stocks with exception of Elon(mainly due to the fact that,I can grasp their business plan and work in the construction/development industry).I am not a pure gg like yourself, although my core holding are Gorillas and hold other stocks in small numbers,which is my own reflection of my vision of the future.

Coming back to Moore's comments,I understood it as though he was endorsing investing in tornado's sectors without too much emphasis on the financials of companies involved.
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