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 (53764)	3/23/2003 5:46:14 PM
From: gdichaz	Read Replies (1) of 54805

Jurgis: Since my first post to you was not clear in its intended meaning (my fault) I do this with hope of avoiding misunderstanding, so despite that risk, since I agree so strongly I will venture a couple of ideas here. I come to investing with a background in analysis and management with training in economics and experience in tax, fiscal policy, international trade and development both in theory and practice. Therefore I thought I had a leg up in the way of a broad analysis needed for the "setting". I then undertook to try to learn what I could about various technologies with an idea of knowing what I could to make rational choices among and within technologies. In 1990 when I had full time available I thought networking was a good place to concentrate initially. So Cisco was in my basket. I then moved over a couple of years to put more emphasis on Cisco. That was successful. I had never heard of the Gorilla Game of course, yet I found in retrospect that I had been at least en parte using similar ideas. Over time I found networking too narrow for my field, so I investigated telecom and decided to examine wireless and wire (fiber) as areas for learning. I only found one gorilla - Qualcomm. I thought I had found one King - Uniphase (to become JDSU or JDS Uniphase). Both did well for a while so my base is relatively small in dollar terms now and the market value of one is much greater - that clearly is Qualcomm. Cisco was my source of investment funds (along with some less successful investments along the way). Early on I used Peter Lynch as a guideline and understand from that that equities are a good area for long term investment mixed with real estate. Having tried to quantify quality (establish quantitative proxies for quality) on a serious basis, I found that extremely difficult and not reliable. Quality to me (defined as best it can be) is key. Therefore any way to zero in on quality is useful IMO. In my experience some of the ideas set forth in the GG are useful in that - not controlling, but useful. Risk tolerance and sleeping at night are essentials also. A mix of criterea makes sense to me. Enough. Hope this is useful to a few here. Just my views based on my own experience. Everyone has a different set of personal circumstances, goals, and resources, so no cookie cutter approach is valid as such. I consider the GG useful, but IMO it is not in itself sufficient for optimum broad based long term investing. Best. Cha2

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