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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (48240)	10/23/2001 4:19:50 PM
From: Uncle Frank	Read Replies (2) of 54805

>> To ignore all of the above and the historical precedent for each would either be a futile attempt at denial or a flip of the wrist at those who care about such issues... No argument here, but I felt that Eric and Paul's critiques were focused on the volume of posts that address those issues and the degree of repetition. >> ... and wish to discuss them within the context of the folder. In point of fact, many of those discussions have been general in nature and not linked to the theme of the folder. Sustainable competitive advantage has been largely disregarded as a factor, while the concept of revision to the mean has emphasized. uf

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