Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Paul Senior who wrote (35473)	11/28/2000 12:20:56 AM
From: Joshua Corbin	Read Replies (3) of 54805

NOBODY has lost money who's followed Mr. Buffett into his picks and has held. Except those people who bought Berkshire Hathaway at the top. :-) Many of Buffett's core assets -- from GEICO to Dairy Queen -- are unavailable except as part of the conglomerate. Much of the investment portfolio -- Coca-Cola, Gillette, et. al., were bought long ago so today's new stockholder is in a very different situation. Keep in mind that the Federal government could fund a war if it ever collected BRK's unrealized capital gains. A similar situation is on this thread -- but on a smaller scale. The people who bought this or that G&K company 2 or 3 years ago has a different perspective from the guy who bought it in March. The same stock looks might different if you have a 400% gain vs. a 40% loss. (I'm not trying to dis Gorilla Gaming. Honest. Or Buffetology, for that matter. I'm an equal opportunity critic.)

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