Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jason W who wrote (32529)	9/28/2000 3:42:49 PM
From: drew_m	Read Replies (1) of 54805

Jason, Your post perfectly described where my thinking has been lately. I am quite sure that those with 7 figure ports invested in some shiny pebbles, along they way. This thread has helped me understand the importance of IPR and the value chain. When I look at my port I see several Market caps above 150B. I will probably be replacing those companies in the near future, OCT/NOV time frame. The frustrating thing with waiting on the tornado's is that they may never occur, and their in lies the risk. Thanks for posting your thoughts, If I were a betting man, I would speculate that many other lurkers are in a similar boat. Thanks for posting Jason. /me back to lurk. Drew

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