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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Wyätt Gwyön who wrote (47110)	9/25/2001 4:37:44 PM
From: Uncle Frank	Read Replies (2) of 54805

>> i agree with you that there is validity to the GG focus on product adoption. but i think that is only the beginning of the discussion of whether something is a good investment at a given price. Going a step further, would you agree that examining product adoption and resistance to substitution is the logical initial screen for identifying investing targets? Then the second screen might well be related to current valuation, and the third screen, a forecast of marco economic conditions. uf

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