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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: hueyone who wrote (54519)10/31/2003 5:37:47 PM
From: Stock Farmer  Read Replies (3) of 54805
 
Hi Huey,

Sorry delay responding. Been busy in the real world. Makin' hay while the sun shines.

I tend to disagree with your posts suggesting that the entire Gorilla game is useless. Disagreement is healthy. Makes for the basis of critical analysis.

Note that I wouldn't characterize my belief as being the "entire Gorilla Game is useless". More accurate is I believe that the expected returns from identifying gorillas and then investing in them are unlikely to be anything but mediocre.

The expected returns from the Gorillas in which one invested back before they became obvious as gorillas... well, those are going to be good indeed. Retrospectively it has value. Prospectively... well, that's another story.

Hopefully this is the tone and flavor of posts you appreciate. As to evaluating Siebel and its wealth creation, well that's a complete waste of time IMHO, 'cause it looks negative. I'm not interested in ponzi schemes unless I'm the one in on the ground floor.
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