Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jurgis Bekepuris who wrote (53738)	3/22/2003 1:42:56 PM
From: gdichaz	Read Replies (1) of 54805

Jurgis: Thanks. Your point about an advantage of understanding the strength of a gorilla is to avoid companies "in the shadow of the gorilla" is especially insightful IMO. The idea that understanding the technology in which a gorilla is dominant and the gorilla's strengths (and weakenesses) within it is irrelevant continues to puzzle me. Why is better understanding of fundamentals - the sector/area/technology not useful? It would seem that for a serious investor (not a trader)information and understanding of fundamentals is a clear advantage in investing. And the idea that "value" could ignore such considerations seems to put it bluntly simply head in the sand. Sure "value" and quantitative measures are a valid factor, yet I continue to strongly argue that qualitative factors are crucial even though difficult to measure. The Gorilla Game is helpful IMO in helping to analyze quality. Best. Cha2

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