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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (49504)12/15/2001 10:48:31 AM
From: Stock Farmer  Read Replies (1) of 54805
 
Bruce, the dialogue has deteriorated considerably.

Which is unfortunate.

Just because I see TALC as [not the most important] consideration in an investment decision does not mean I dismiss it entirely. So you are preaching to the choir about TALC having some importance. Ranting, even.

BUT: if the market has priced in the prospects of a company becoming more fast growing and more profitable than turns out to be the case, then investment is not profitable.

If the market has not, then the investment will be profitable.

Period. There's not much more to it than that.

The rest is window dressing and post-lengthening verbiage, which seems to turn on this point:

JS: Because I thought the entire game was about investing and securing disproportionate returns compared to the alternatives.

BB: So you join Mucho and others in mocking the jacket cover material without specific reference to the internal criteria found between the covers?
[plus rant]

Mocking? No. I was quite serious.

Would you suggest that the Gorilla Game is not a methodology for technology investment? Or that if it is, it is intended to be inferior (or at least equivalent) to other strategies when it comes to securing return on investment?

If not, then it is about investing and securing disproportionate returns compared to the alternatives!!!

Mocking? No, you have me wrong. I was merely identifying purpose. From which to measure primacy and importance. But if I have the purpose wrong, then I will prioritize incorrectly.

John

P.S. Having used the words "cool" and "poppycock" here: Message 16796050 are you now retiring to the mudge thread?
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