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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (39277)2/14/2001 10:47:47 PM
From: DownSouth  Read Replies (2) of 54805
 
I wish he'd stick to the topics of product adoption and company- or industry-specific fundamentals. When it comes to the timing of an equity investment, he should be consistent with his book and refrain from discussing the stuff about investing other than what's covered in Rules #1 - #10.

My sentiments, exactly. It seems that GM was enlightened when he and his colleagues wrote TFM, but he has been polluted by his own popularity and commercial appeal. The very thing that made him valuable is being lost in his person, while valued by the practitioners.

The prophet is dead. Long live the prophecy.
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