Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: ratan lal who wrote (30687)	8/29/2000 2:23:22 PM
From: Thomas Mercer-Hursh	Read Replies (2) of 54805

Witness the beating QCOM has taken. Lost a lot less in other non G/K stocks. In the short term! You can't apply the Gorilla Game approach and think that every gorilla will demonstrate strong growth over every interval, when that interval is merely some fraction of a year. Take a portfolio of gorillas, not one, and compare that over a period of multiple years, not a few months, and see how the comparison comes out. Happily, with the portfolio of gorillas, it tends to look pretty good over even relatively short periods of time -- witness the portfolio in the thread header -- but this is really just a side benefit that helps cheer our hearts on a day to day basis, not the core of the Game.

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