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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (47355)10/1/2001 11:41:19 PM
From: RobertHChaney  Read Replies (3) of 54805
 
Should GG fundamentally be played differently in bull vs. bear markets

I will throw out my simplistic analysis for discussion. It appears obvious to me that bull & bear markets have huge fundamental impacts on potential GG companies and tech trends. So, I wonder if strong reversals in the economy/stock markets should cause a fundamental change in how GG is to be played, until those factors reverse themselves again.

I would think that the portions of the GG book dealing with the progression of technologies & companies through the Chasm, Bowling Alley and Tornado (and the amazing effects that occur therein) may only be consistently useful in a bull market like most of the 90's. Whereas, in a bear market (like we are in now), the focus should probably be placed primarily on buying proven, mainstreet G&K's at bargain prices, based on historically low multiples seen in past recessions.

Robert
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