Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mr. Sunshine who wrote (53789)	3/25/2003 10:20:11 PM
From: Stock Farmer	Read Replies (2) of 54805

steve, both you and huey are making good points. Important to keep in mind however that looking backwards at returns from a sample of G&K's known today is success-biased. It excludes all the false-positives identified at the time. In '99, one of the leading Gorilla Experts on this thread posted the following: "If it helps, the following G&Ks and potential G&Ks are the ones I own: @Home, Cisco, Citrix, EMC, Gemstar, Siebel Systems." A few false positives, it seems. So when looking back and characterizing the returns from G&K investing, we would not be intellectually honest if we did not include the losers amongst the winners and make an unbiased determination. Whether we choose 4 years or 15 years as the time frame. John

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next