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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Thomas Mercer-Hursh who wrote (47826)10/12/2001 1:23:06 PM
From: gdichaz  Read Replies (1) of 54805
 
Thomas. Thanks. Points well taken.

In the context of GG there are a few ideas worth considering.

The book was written by 3 people - different people with different backgrounds.

They have since gone their own way so to speak.

This thread has made major "adjustments" to the GG as a so called manual.

Baskets thrown out - rightly or wrongly (IMO wrongly).

Valuation a major discussion here. (IMO rightly).

On the basics, we are getting to the point (IMO Nov/Dec) where the original ideas of the GG are back in force as a practical matter for those who wish to pick the wheat among the chaff.

Once again, I would suggest that those here who are most interested in GG concepts look ahead - not back.

Which companies will do well now or in the next months and years, and yes, most importantly, decades?

Contemplating our navel may be great for some, may lead to spiritual enlightenment and may even be useful for investing. But I would suggest that GG ain't that.

Perhaps this weekend would be a good time to look ahead as to which Gorillas (and Kings for those who take the header seriously) are worth doing DD on now - looking ahead to 2002.

Best.

Cha2
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