Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (46182)	9/4/2001 4:01:35 AM
From: Stock Farmer	Read Replies (3) of 54805

Hi UF. No negative reaction is right. But if you note, my posts were very cagily composed and I didn't have the guts to just outright say what I felt. If I was as confident then as I am now I would have probably come out with "This stock is way overpriced bang bang bang" and then I suggest I would have attracted a bit of, um, attention. As it was once I became a little more vocal I was lumped in with the rest of the thread morons. We morons flock together you know <ggg>. A lot of folks who knew what I was saying sent me PM saying in effect "they didn't get it... how come you just didn't come out and say it"... Sounds silly to be afraid of public criticismm of my convictions even though I acted on them. But that's the truth. On Cisco? I actually never held Cisco. By the time I saw it I felt it was too late. My own practical introduction to the Gorilla Game. In some ways I regret the decision. But in others no regrets, because from that time on every dime I put in actually out-performed an equivalent hypothetical dime hypothetically invested in Cisco at an equivalent time. But no mistake, I watched Cisco like a hawk hoping to catch a downdraft that never came. And watching it run away from me taught me to refine my techniques of valuation and to figure out what the market was valuing. And in a fluky way it kept me in the bubble for long enough to earn an unreasonable capital gain instead of just a reasonable capital gain. So Cisco represents an icon of my own learning. It is very important to me and it's a great company. So you see, I do indeed subscribe to the tennents of the Gorilla game and have learned them the hard way. I am not perfect. But I learn. Mostly the hard way and sometimes faster than others. So of course, I am watching Cisco like a hawk now. As to GG thread, I get it. I have actually tried to remain quiet except when matters drift towards valuation. Which I personally think belongs in any candidacy criteria for an investment. At least a nanosecond before the actual purchase. Afterthought in my books is for those with more money than brains (as my dad often said). I lurk MDD. I do enjoy this thread and some of SI's finest minds post here. Sometimes perhaps a little blinkered, but you'd end up with a totally OT board (like the collapse thread) if not careful. Cheers (and good morning) and please ignore any spelling errors, I'm off to bed. John

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