Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jurgis Bekepuris who wrote (40310)	3/12/2001 3:24:22 PM
From: tekboy	Read Replies (1) of 54805

Ihaving a pure thread and having a pure portfolio are different issues this is a very important point. it relates to what I was saying to lurqer the other day, and it is one of the few things (in addition to valuation concerns) that I wish we had stressed more emphatically back during the bubble. Since the gorilla game doesn't itself provide any guidance on questions beyond stock-picking, we should have kept reminding ourselves more strenuously that heavy concentration of large portions of one's wealth in a few highly correlated tech sub-sectors carried substantial risks should the bubble ever burst. Nobody loves Cassandra, however, and the inherent optimism of growth/tech investors helped numb us to those risks. tekboy/Ares@ohwell,there'salwaysthenextlife.pov

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