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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (29071)7/28/2000 12:50:00 PM
From: Thomas Mercer-Hursh  Read Replies (2) of 54805
 
concern about the vagueness of GG criteria

Not my point at all. I think Mr. Moore is reasonably clear in his criteria ... it is the real world that is messy. The real world is full of companies that have, for example, multiple lines of business in which they might be a gorilla in one, but a prince or less in another (PSFT?) -- so what is the company as a whole, i.e., relative to its investment merits.

I think we would be better served by analyzing real world examples

Exactly where my focus is. All I have been suggesting is that if analysis suggests that a company is a pongid-royalty hybrid or a gorilla with one foot on the wrong side of the fence or whatever, that we should feel comfortable in coming to that conclusion, rather than trying to force them absolutely into one category or another.

poke holes in Goeff's approach.

Not at all. It is merely the difference between taken his taxonomy as a list of absolute categories of pure types into which every company must be capable of classification (i.e., Aristotlean types) or seeing it as a descriptive classification that allows us to understand the core issues and principles about a company and its market. It is the understanding which is the goal, not the classification.
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