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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: tekboy who wrote (26920)6/27/2000 5:46:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
tekboy,

Great post! Do ya mind if I clarify two points?

Far from there being more new gorilla candidates now than earlier, I am struck by how the same names have dominated discussion over a year and a half.

It comes back to the same ol' thang that is in the introduction of both manuals. "Ours is deliberately a hyperselective investment strategy [emphasis by the authors, not me] which calls for investing in as few companies as possible. The number of hoops a stock has to jump through to get into the final set is so great, and the criteria are so restrictive, that perhaps 100 of the 8000 or so public companies -- and no private companies -- will qualify." Remember that those 100 companies include all the applications apps still in the bowling alley.

Folks, if you don't know how to easily find that quote in context, please take the time to do so. It's on page xxiv in the revised version.

To change the subject while I'm ranting about all the GREAT stuff in the authors' introduction, take a look at page xxii also in the revised manual where the authors make it abundantly clear that "the real purpose of the gorilla game [is] to help private investors participate in the rewards of high-tech stock gains while standing clear of the market's unnerving volatility." Repeat that last phrase: while standing clear of the market's unnerving volatility."

Back to my second point about tekboy's great post.

GMST is also a special case, because we called it correctly (I think)

I'm not sure what you mean by "calling it." Of the two surveys conducted, only 55% of the respondents in the first one proclaimed (is that better than "crowned?") Gemstar a Gorilla. In the second survey conducted exactly six months later, slightly more people responded but only 41% proclaimed the Gem a gorilla. The point is that the folder appears to remain consistently split on that opinion with no clear consensus.

Or maybe that wasn't what you were referring to.

--Mike Buckley
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