Frank.
<< Gem a Gorillet >>
I'll take Gorillet.
<< Is there any substance to this dispute? >>
Not a dispute. <g>
I look at it this way. If you have a reasonably well balanced portfolio, comprising some established, gorillas and kings, you can afford to put some portion of port into a company early, particularly when its primate credentials look very good, as is the case with GMST.
I'm up 52% in 11 months through a tough market on this critter, so it sure hasn't hurt me so far. I'd rather be in a tad early than a tad late, because as you say, hypergrowth may be occurring and we simply can't yet recognize it.
Tek, just pointed out that Merlin thinks that "this may be an applications gorilla rather than an enabling technology one" and one "needn't wait for the tornado to buy in."
Sometimes it is difficult to distinguish a technology play from an applications play. I kind of flip flop on this in re GMST.
Either way, how anyone plays any investing game depends somewhat on their tolerance for risk. I try to play it aggressively conservative.
One of my golf buddies is a very successful value investor, and holds almost no tech. When I discuss the Gorilla Game with him, he says Holy Ch****, Your a !@#$%^&, MoMo.
- Eric - |
