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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Cosmo Daisey who wrote (49116)	11/26/2001 12:11:30 PM
From: Apollo	Read Replies (1) of 54805

Cosmo..... The Biotech sector is now where the computer sector was in 1970. There are Gorilla's waiting to be found and exploited. I agree with the notion that we should be willing to look for high growth enterprises, with proprietary architectural control of a standard, high switching costs and control of a value chain......wherever they may lurk. Since you are well ensconced in hunting the BioTECH field, why not accept the challenge of conducting and presenting a Project Hunt report on your favorite BioTECH Gorilla candidate to this forum? Take a look at the Thread Header and G&K FAQ, study the common themes for a project HUNT report, and present it to us, using the terms and understanding of The Gorilla Game. We're evidence-based here. Show us the evidence, and make the case. Best, apollo

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