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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tekboy who wrote (35351)11/27/2000 5:18:53 AM
From: Joshua Corbin  Read Replies (3) of 54805
 
those boring old farts who keep repeating that "you cannot predict the market in the short term" are correct.

The corollary to this is that any strategy for beating the market will be eventually arbitraged -- or gets priced into the equities involved. This raises a contrarian question about the topic at hand: To what extent is the Gorilla Game already reflected in particular G&K-type stocks?

History is full of companies with discontinuous innovations. proprietary architecture and tornadoes that didn't necessarily produce shareholder windfalls. Polaroid, RCA and Xerox were all players with patents and products. How do you know your favorite gorilla, king or shiny pebble isn't just like them?
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