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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Thomas Mercer-Hursh who wrote (54450)10/21/2003 3:45:30 PM
From: Dr. Id  Read Replies (3) of 54805
 
I think most of the regulars on this board were clear from well before the bubble burst that as an investment strategy the Gorilla Game was, at best, incomplete and the official reference manual included some positions that were not really defensible. To be sure, there were still lots of us who hadn't yet figured out how to make it more complete when the fall came and were caught holding things we shouldn't have, but one can hardly blame Geoff Moore after one has already decided that one needed to do more.

Your first sentence is pretty spurious, as "regulars" on this board were exhibiting major groupthink about the strategy and were attacking of anyone questioning it. To say that they were "clear from well before the bubble burst" that the strategy was "incomplete"? Your memory is very selective.

As I said, the Gorilla Game has been shown to be a questionable strategy.

That doesn't mean that there is NO value in any of the concepts. However, it DID present an investment strategy that failed miserably in a bear market.
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