SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Uncle Frank who started this subject12/6/2000 11:10:04 PM
From: tekboy  Read Replies (5) of 54805
 
One concern that has been raised here from time to time is that the very success and publicity of the gorilla game strategy would eventually erode its above-average returns.

The response to this has generally been that such an outcome is unlikely because sticking with the strategy for a long time requires uncommon tenacity and discipline, and because identifying gorillas in real time is not a simple or mechanical task.

Just how true this latter point is, and how rare it is for the terms to be applied precisely, can be seen by looking at Red Herring's "2001 Tech Investing Guide," which explicitly mentions the gorilla game as a worthy approach and then proceeds to recommend several companies that we generally sniff at (NT, NOK, etc.). I continue to believe, therefore, that the day-to-day discussions on this thread are as important to our success as the manual itself.

Trying (in vain) to find a link to the RH article in question, by the way, I came across this little bit of history, which is clearly a relic from GM's pre-Godzilla days:

redherring.com

tekboy/Ares@yesterdayallmytroublesseemedsofaraway.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext