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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Eric Jacobson who wrote (31595)9/14/2000 12:17:47 PM
From: Uncle Frank  Read Replies (3) of 54805
 
>> I just wanted to point out that the manual doesn't actually put a lot of emphasis on profits.

I see it differently. The focus on the Technology Adoption Life Cycle and Gorilla Game metrics is specifically designed to identify companies that will be extremely profitable and fast growing. The expectation is that companies such as that will be rewarded with Gorilla Market Capitalization. If you don't think profits are at the heart of the game, I'd suggest you re-read chapter 4 of the fm.

>> in the short run there's no rule of thumb since profits are based on rules of accounting rather than rules of gorilla gaming.

But the Gorilla Game isn't concerned with the short run.

One of the conventions we've adopted on this thread is to focus on profitable companies exclusively. That's a fixed rule for inclusion in the Gorilla and King Index.

>> I have decided to take the basket approach and own both CMRC and ARBA. As Bruce pointed out, while both companies are losing money currently, they have been very profitable investments based on their 52 week lows. So it is possible to have a successful investment based on GG criteria even if the company is losing money in the short term.

What you are missing is that Bruce is both a Gorilla gamer and a Godzilla gamer. Godzilla gaming has some of the elements of Gorilla gaming, but it is a much higher risk/reward exercise. That's why we originally resisted inclusion of it on this thread, and some folks went off and started a Godzilla board.

uf
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