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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: JRH who wrote (36810)12/20/2000 1:44:58 PM
From: gdichaz  Read Replies (3) of 54805
 
Justin: Thanks to you, the W&W exists.

And it is a credit to much trailblazing work on your part and contributions from others as it evolved.

And it has not only an excellent track record, but it has provided the opportunity for some excellent discussions on this thread.

Therefore my suggestion is not to throw the baby out with the bathwater.

While rigorous criterea are always welcome, some sort of grandfather provision, or higher burden of proof on those who propose to eliminate a current W&W company would seem sensible so we do not lose more than gain in the "restructuring" process.

With that said, a review of the W&W along the lines you suggest could well be the focus for new and productive discussions of the current and proposed companies.

As some old timers may recall, it has always seems crucial to me to thoroughly research the technology in which a gorilla or king or candidate for either lives.

(And to me the first consideration is an examination of technologies to see which seem to have the best potential for rapid growth and pervasiveness, and then the choice of leaders within them as the next step - looking for gorillas and kings or candidates that way)

And to me, looking at the future of those technologies and keeping up with them as much as practical is a sine qua non for owning them and certainly for sleeping each night in relative comfort.

So my suggestion would be that one element of your criteria be a discussion of the technological field or market where the candidate operates and the future potential of those technologies and how the proposed company fits within it, as well as nuts and bolts on the company itself.

Very much look forward to your proposals and the discussion which will follow.

Best as always.

Cha2
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