Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: paul_philp who wrote (45624)	8/19/2001 11:05:53 AM
From: Seeker of Truth	Read Replies (2) of 54805

The exposition of a dynamically changing world is interesting but I think there are really no new points here for gorilla investors. We hold as long as the gorilla is not seriously challenged. If there is a coming innovation which seems probable to make the gorilla's value chain irrelevant then we sell. We also sell if the gorilla is way overvalued. Otherwise we indeed buy and hold.

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