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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: stockman_scott who wrote (45620)8/19/2001 8:39:47 AM
From: paul_philp  Read Replies (2) of 54805
 
Interesting quote from the article. Geoff Moore has it right and Warren Buffet is wrong? Must be tough selling investing magazines these days.

Paul

"We need experts to devise new ways of looking at our portfolios. This should include a set of analytics to help us map where a company stands in its life cycle and how its prospects intersect with investors' upcoming needs (sending kids to college, funding a business, buying a second home). Is a company in its infancy? Its adolescence? Or is it tottering toward corporate geezerhood? (These indexes and metrics would complement earnings multiples, debt-equity ratios, and other traditional measures.) Analysts also need to work harder to understand the process by which businesses age, incorporating the work of such thinkers as Ichak Adizes, author of Corporate Life Cycles: How and Why Corporations Grow and Die and What to Do About It.

There are indications that the idea behind right-term investing is gaining traction. A best-selling book called The Gorilla Game: Picking Winners in High Technology makes the argument that only one or two "gorillas" will end up dominating each technology segment. Authors Geoffrey Moore, Paul Johnson, and Tom Kippola advise investors to start with a diverse portfolio and drop the weaker primates until they're holding only the gorillas."
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