Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Thomas Mercer-Hursh who wrote (54588)	11/3/2003 4:43:50 PM
From: Bridge Player	Read Replies (1) of 54805

Good point. Let me rephrase my point in this way. Are there any reasonable circumstances under which any company that you currently believe to be a gorilla might lose enough competitive advantage so that it became out-of-favor long-term as an attractive investment? In other words, what if anything might cause a gorilla to become a non-gorilla? And would such circumstances become visible enough early enough to permit a gorilla believer to sell the stock? And might such circumstances, assuming there are any, ever apply to CSCO, QCOM, or INTC? As may be obvious, I am trying to explore the attractiveness of an investment philosophy which says, (I know this was not your post), I own companies X, Y, and Z today and do not expect to have any reason to sell any of them during the next 10 years. If my line of questioning appears to be picking a fight or attacking anyone, please be assured I am simply trying to determine the thought processes of many of the intelligent and thoughtful posters who post here.

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