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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Pirah Naman who wrote (39391)2/16/2001 2:14:32 PM
From: Uncle Frank  Read Replies (1) of 54805
 
Ah, yes, your 3 part tutorial. It's useful stuff, but personally, I don't believe relative valuation schemes are the key to successful Gorilla gaming. In my model, 3 factors dominate valuation -

1. The overall economy/market.
2. Mr. Market's current attitude toward the specific sector.
3. The position of the candidate in the technology adoption life cycle.

There have been a lot of schemes put forward to try to time entries into Gorillas, and so far, none of them has proved effective. Shall we put your theory to the test? Pick a couple candidates from the GKI which you feel are superior due to valuation, and I'll pick a couple that are in similar stages of the talc. Then we'll track them and see if your approach had merit.

uf
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