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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: paul_philp who wrote (48692)11/8/2001 9:41:06 AM
From: Mike Buckley  Read Replies (3) of 54805
 
Paul,

With the exception of one point, I don't have any problem with Moore's post. When he mentions a "long long run of Gorilla appreciation," that comes painfully close to the objectionable axiom that gorillas are always undervalued.

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.

I think that's a critically important observation.

--Mike Buckley
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