Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Sir Auric Goldfinger who wrote (41286)	4/1/2001 9:29:58 PM
From: Uncle Frank	Read Replies (5) of 54805

>> Malcolm baby...: if you don't you ain't gonna be around in world of investing for very much longer. I hope that post isn't a good representation of the depth of your dd when investing, Auric. All you needed to do was click on Mr. Bersohn's profile to learn that he is one of the senior members on our board, and has been investing successfully for about 5 decades. >> The whole premise of this thread of "large market cap >$10 B gorillas" is a farce. Dig a little deeper and you'll find that we have another tracking portfolio for candidates with market caps < $10B. If your premise is that small cap techs have fared better in this market than large caps, I'd invite you to substantiate it with data, but don't think it will stand up under scrutiny. >> The reason the gorilla index is down so much is because the schmomentum investors who knew nothing other than the stock and its profits were going up If you'd spend the time necessary to rtfm (The Gorilla Game by Dr. Geoffrey Moore), you would quickly find that our approach differs markedly from Momentum investing. In fact, I would be happy to send you a free copy of that fine book, provided you agreed to repay us with an unbiased critique of its approach. PM me with the necessary shipping information, and I'll place the order with Amazon this afternoon. uf

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