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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mauser96 who wrote (27099)	6/29/2000 9:06:00 PM
From: Thomas Mercer-Hursh	Read Replies (1) of 54805

A year ago the gorilla game lexicon was absent from analysts reports, now it's common. Is this just a change in terminology or a shift in understanding?? Have you noticed all the analysts suddenly getting smart? Seems to me that they have picked up a few words, don't always use them correctly, probably haven't read the book, and don't have any more understanding of the industries in question than they ever did. GG isn't some formula or system that will magically reveal the best investments ... it is a way of looking at the world which, if applied by those who will take the effort to understand the companies, markets, prospects, etc., etc., will help them understand something about the likely future of possible investments and allow them to make better choices. I think we are pretty safe from everyone discovering the GG and thus removing its edge, if for no other reason than that it takes patience to adopt a LTBH approach and to invest the time required for understanding.

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