Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Senior who wrote (35473)	11/27/2000 11:53:10 PM
From: Uncle Frank	Read Replies (1) of 54805

>> Why does it have to be an alternative? Why not an addition to G&K? ... GCI, a newspaper stock is one, for example. The Warren Buffett Way sits next to the Gorilla Game and Beating the Street on my bookshelf, Paul. It's amazing how much these works have in common. But this thread's expressed charter is utilizing the subjective metrics described in the Gorilla Game to find great investments in high tech, and that covers so much ground we have difficulty doing it justice. We've consciously resisted expansion into many productive arenas, such as btc e-commerce and biotech, in order to remain on the cutting edge of a limited number of sectors. I think I'm beginning to see your point, though - you're addressing the increased risk in limiting a portfolio to high tech. There's merit to that, but if you take a closer look at the Portfolio Parade, you'll find that many of our regulars invest in tradition sectors as well. uf

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next