SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: ggamer who wrote (47409)10/2/2001 7:57:40 PM
From: Uncle Frank  Read Replies (1) of 54805
 
>> when you hear GM who has writin books about long term investing

Actually I think the GG was the only one that addressed investing. The others are about marketing and product adoption. Since investing isn't Geoff's forte, he relied on his two co-authors for ideas and direction. But his comments about long term investing weren't anything new. He compiled thoughts from Dodd, Graham, Buffett, Lynch, and all the greats, and combined them into captivating prose. Don't forget that Geoff's area of academic concentration was English.

>> change his mind about his methodology

I see that as reasonable and appropriate, GGer. His book presented a theory, and I've often characterized this board as a practical applications lab trying to confirm it. He/we should be modifying GG theory to fit the data, not ignoring it.

uf
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext