the intc, csco, msft, et al are ltb+h types, but appears a great deal of harm was done to those who read the "book" and tried to apply past
proven parameters to discovery of new market leaders....hype overcame reality....
True, but trying to apply past proven parameters to small cap companies isn't really playing the Gorilla Game. On the G and K thread, those companies which are referred to as "shiny pebbles" (such as ELON, CREE, etc) have gotten hit more than the big caps (but still may be good long term investments). The big gorillas (CSCO, QCOM, INTC, ORCL, etc) have also been hit hard, but should recover nicely in the coming years. The whole point of LTB&H is to not draw any conclusions from the market activity of the past few months but to judge the investment 5 or 10 years from now (which will reveal whether the Gorilla Game strategy was a prudent one...)
Dr. Id@placingbetonGGandLTB&Hbutstilllikesoptionssometimes.com |
