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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Jurgis Bekepuris who wrote (53808)3/26/2003 7:15:19 PM
From: gdichaz  Read Replies (1) of 54805
 
Jurgis: Chuckle. Re:Godzillas. Clearly Amazon, EBay and Yahoo have been fine investments over the last 6 months and IMO will be if held for the next 6 years.

Pleased with my relatively new investments in them.

But this has zero to do with the original GG.

And many were misled by Geoff Moore's inclusion of Godzillas in his revised book which suggested them at exactly the wrong time.

[No way are Godzillas such as Amazon, EBay or Yahoo, Kings.]

But now is a different time.

For those with high risk tolerance, worth looking. Caveat Emptor.

There is a beginning of e commerce as a major opportunity, but the question of whether to invest or not is strictly one of valuation vs future growth. Not per GG book one.

Future growth seems likely. Valuation relative to that is in the eye of the beholder.

Best.

Cha2

PS But for balance and perspective, I thought shiny pebbles were worth small bets - bets I lost more than won.
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