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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (34392)11/6/2000 9:23:58 AM
From: tekboy  Read Replies (1) of 54805
 
This "law of large numbers" theory is bogus. It ain't a law, and we have yet to see it validated in the real world.

um, it seems to have been validated a lot of times with a lot of companies in the past, and would have something to do with diminishing marginal returns, I'd imagine, plus simply some basic logic in terms of trees not being able to grow to the sky and all that. Perhaps what you meant to say is something along the lines of, "CSCO has been and IMO will continue to be an exception to the law, thanks to its gorilla characteristics and excellent management, and I expect its exceptional performance to continue."

tekboy/Ares@let'snotgetirrationallyexuberantagain.com
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