Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tekboy who wrote (36055)	12/7/2000 3:57:29 AM
From: Joshua Corbin	Read Replies (1) of 54805

The very success and publicity of the gorilla game strategy would eventually erode its above-average returns. Well, the TFM is out of print and TRFM has already found the remainder tables, as I mentioned before. So that kinda cuts into the audience. The new Fault Line book is aimed at managers. Then again, I saw it, Innovator's Dilemma, and Telecosm on sale at Wal-Mart a couple weeks ago. Second, I look at the PEs and other ratios of Gorillas, Kings and other tech companies -- and I don't see that Wall Street treat stocks differently due to Moore's classifications. I don't know that the average investor understands the gorilla game; the press often uses the G-word to mean simply "big cap stock." Then again, maybe I'm missing something. (Strict efficient markets theory would claim the GG is already priced into the applicable stocks) Also, unlike the 1970s Nifty Fifty glown boom, these aren't one decision stocks (if such critters even exist). There's always discontinuous innovations on the way, which means new gorilla candidates can be spotted by the persistent hunter. Got a spear? :-)

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