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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (39281)2/15/2001 3:09:31 AM
From: Mike Buckley  Read Replies (1) of 54805
 
When Bruce returns to our stage, he doesn't simply walk on and say, "Hi! I'm back." Nope. Making a grand entrance in full stage make-up and tights, he immediately gets to the heart of the matter and seriously seriously questions Moore's theory that Gorilla Gaming stocks aren't yet selling at multiples "parallel" (whatever that means) with non-tech multiples. Though I still contend that the essence of Moore's comments are mostly irrelevant to Gorilla Gaming and certainly not the domain of his particular expertise, Bruce's anecdotal evidence provides yet more reason for us to focus on the stuff in Moore's manual and distance ourselves from the peripheral stuff (at best) he declares.

I can't wait to see Bruce's comments in response to Paul Johnson's thinking that we can't be Gorilla Gamers because everyone in today's market is a trader who can't hold a stock more than a year or two. That should make Bruce's tights get even tighter!

Glad to have you back, Bruce! Hope the folks in Tennessee liked your French accent. :)

--Mike Buckley
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