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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mathemagician who wrote (32592)9/29/2000 3:02:33 PM
From: Bruce Brown  Read Replies (2) of 54805
 
Scenario 1: Those 9 out of 10, on average, lose 90% of their value. (It happens. Trust me.)

Gee, that's grim.

I would like to hope that playing a few baskets of two or three top candidates in each niche game would yield more than one winner from a total of ten companies. On top of that, the eventual consolidation into the winner in each niche would be carried out as well. If the entire basket falls off the face of the earth, then one didn't do their research well enough to buy the basket at the appropriate time in the technology adoption life cycle.

Regardless, we know they can't all be winners. But the aggregate return should make a basket play attractive on a niche game for those that are young and aggressive enough to research it and use the strategy.

BB
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