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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (23128)4/20/2000 1:08:00 PM
From: Icemember  Read Replies (1) of 54805
 
I am suffering a bit of disillusionment from my initial zeal as a big game player. It seems in retrospect that our adherence to the notion that Wall Street consistently underestimates the potential of Gorillas and Kings, and what a terrific advantage that is to us GG'ers, is a slippery notion indeed, one that needs a good bit of tempering by the competing notion that the market is very good at factoring in new information affecting the price of stocks.

The news is out on how competitive advantage can parley into greater long term earnings, and compounding advantage, and has been factored in by a lot more than us "gamers". IMO, we have to recognize that the Gorilla Game strategy has been a short term advantage to followers, but now has the potential to lead to inflated stock prices.

Icemember
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