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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Stock Farmer who wrote (54543)11/1/2003 7:05:05 PM
From: DaYooper  Read Replies (1) of 54805
 
Which leads us to the conclusion that the ability to win at the Gorilla Game requires us to be able to identify Gorillas before they are gorillas.

I've watched your discussions from the sidelines for the last week John and now think I now understand the basis of our differences. As a gorilla game investor I disagree with the above statement. In my opinion the "ability to win at the Gorilla Game" requires simple patience. Gorilla investments will grow more over time than the market is anticipating at most times (excluding the market bubble phase).

You have suggested other investing strategies which could very likely lead to better results than the GG. But I'm either too lazy, uninterested, or unmotivated to actively manage my investments. So I buy shares of companies with a sustainable competitive advantage and just let the investment stew without thinking about share price, valuation, or anything else. Clearly it's not for you but why do you care if I like investing this way?

Many of us believed this investment philosophy even before Moore wrote the book. Moore suggested reasons that technology companies are able to completely dominate markets for protracted periods of time and he consolidated his theories into the book. He didn't invent the idea of investing in market leaders. When I was 14 years old (in the early 1970s) and old man I respected told me that was the way make money in the market. Of course he was talking about oil, car and steel companies and maybe IBM. I simply needed to take his advice to America's new growth industry.

It works for me. Not for you maybe, that's fine. But it tires me to read post after post stating it's a flawed strategy.

Best to you. May you outperform the market over the long run as well. Rory
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