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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: shamsaee who wrote (21715)3/29/2000 3:47:00 PM
From: gdichaz  Read Replies (2) of 54805
 
shamsaee: Yes. Again this is because he seems to be increasingly interested in "timely" entry consistent with the speed up reflecting what is sometimes referred to as "internet time".

Mike might be right (well it is more likely than not as a general proposition) that suggesting buying during the tornado is not new but fully consistent with the original GG book.

But I see a progression in his thinking here.

He added "Godzillas" in his book revision to reflect the real world as it is now. He thought it foolish to ignore the internet and e commerce and so began experimenting with extending GG principles in those areas.

Seems as if the latest snippets point toward an even earlier buy point - when the vision (or some such) is right.

The only comment that I have seen so far is that waiting for very rapid revenue growth - the traditional "tornado" may be too late for the most efficient entry point.

But it seems to me his thinking is "evolving" even if others here do not particularly like my use of that word (and I may see through the glass darkly of course.)

In any event his new book in June should help clarify his more recent thinking - even though a "book" means inherent delay of a few months. His articles, speeches and posts are probably the most current.

Again, just IMO.

And I defer to Mike always on this. (Well, almost always.)

Best.

Cha2
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