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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Stock Farmer who wrote (54468)10/23/2003 5:52:40 PM
From: Thomas Mercer-Hursh   of 54805
 
Which is whole the point, really.

For me, this thread is a hierarchy of issues, with decreasing uniformity of opinion as one moves down the hierarchy.

Top level - TALC model for company stage and competitive position.

Second level - Identification of Gorillas based on that framework

Third level - Implications of Gorilla status and TALC model for investing in general

Fourth level - Investment decision about individual company.
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