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: gdichaz who wrote (48702)11/8/2001 12:54:40 PM
From: Thomas Mercer-Hursh  Read Replies (1) of 54805
 
which companies are the "existing gorillas"? Knowing that is crucial to action, no?

Well, yes and no. :) It would seem to be so if one regarded the Gorilla Game as some kind of magical formula for success in investing (hard to imagine anyone would think that after the last year) and one believed a given company either was or was not a gorilla in a pure sense. But, clearly gorillaness is a property which a company may have more or less of, which can apply to parts of a company's business and not others, and which is not always clear except in retrospect. That being the case, I would say that it was the understanding of the company derived from investigating it in the light of Gorilla Game criteria which was crucial to action, not some list of known and vetted companies.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext