Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: ggamer who wrote (52220)	7/19/2002 4:39:12 PM
From: EnricoPalazzo	Read Replies (2) of 54805

I am not sure if gorilla gaming is intact. There's something about that phrasing that really bothers me. It almost implies that gorilla gaming is a scheme or a trick that might or might not still "work". In my opinion, the rules haven't changed for the last 50 years: buy companies with sustainable competitive advantage if the stocks are reasonably priced. Gorilla Gaming is just one method to find companies that have sustainable competitive advantage. I see no reason to believe that it will change soon--technology markets function the way they do for a reason, and they won't change on a whim. However, we should all be aware that this continues to be a tough environment, and companies without strong customer bases & cash hoard face even more risk than usual. On the other hand, I don't believe that true Gorillas ever lack strong customer bases & cash hoards, so if the company is struggling... it's probably not a Gorilla. Ethan

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