SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Eric Jacobson who wrote (31613)9/14/2000 1:48:15 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Eric,

The point I was trying to make is there's no rule in the GG that says you shouldn't invest in a potential gorilla that "will be" profitable just because it currently is not.

It would be interesting to identify the by-the-book investable gorilla candidates (enablers in the tornado and apps companies in the bowling alley) that are not profitable.

It used to be that almost all companies had established at least a short track record of profitably before going public. Not so any more. That has everything to do with the market's insatiable desire to buy into companies during the adoption of the companies' products that used to attract only venture capital companies and other private investors. Fortunately for the VCs, the public investor is willing to take a lot more risk but the risk is every bit as evident as it used to be in the good old days when the VCs had to bear all of that risk.

--Mike Buckley
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News