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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who started this subject11/8/2001 8:39:41 AM
From: paul_philp  Read Replies (5) of 54805
 
There should be enough in this post by Geoff Moore to annoy everybody. This rates with his 'Cash' call. IMO.


Gang,
We may be in the midst of a false or temporary recovery, what older
wiser heads like to call a bear trap, but I believe we are seeing the
quiet resurgence of the canonical gorillas. It may be too early to get
into the market -- I am not a market timer, as you know -- but I think
this is near the beginning of a long long run of gradual gorilla
appreciation. Downturns discriminate against disruptive innovations, so
as the economy recovers, I would argue circumstances add even more to
the gorilla's natural long-term advantages. In sum, while it is always
nice to look for new gorillas, my bet is that the existing gorillas
provide enough diversity and opportunity for most portfolios.
Geoff
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