Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Judith Williams who wrote (31514)	9/14/2000 5:38:24 PM
From: StockHawk	Read Replies (1) of 54805

Perhaps we could start with three networks from the G&K and Godzilla realms--maybe a Gorilla, a King, and a Godzilla--and analyze them individually. We could then compare the network effects and try to correlate them with causal factors. I might start with a slightly different approach. Take just one of the companies we follow, and then compare it to one other company in the same industry. Try to start with two very similar companies, preferably pure-plays. That way we can pick apart what separated the winner from the loser. Perhaps ITWO and MANU might work. How much did each spend on R&D, on marketing, on acquisitions, etc. How did their growth track, what was different when one just started to pull ahead of the other. If you try to analyze one gorilla, one king and one godzilla then you are likely faced with very different companies in different industries, with different competitors and customer segments, etc. There will be too many extra variables to contend with. Judith, that was a great write-up you did and I hope I am being helpful. StockHawk

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