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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated
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To: tinkershaw who wrote (987)6/26/2004 4:31:56 AM
From: Mike Buckley  Read Replies (1) of 2955
 
Tinker,

until something obvious hits me in the face going forward (like EBay should have

I think it's stretching the definition of a Gorilla to label Ebay a beast. Yes, I can see why Ebay is very powerful and could be a fabulous investment. Yes, there will always be fabulous investments that are not Gorillas. But recognizing that last point should make us wary that we might be influenced by Company XYZ's power (and stock price) into calling it a Gorilla when in fact it may not be.

I respect Tom Headrick's thinking that Ebay is a Gorilla. He's been very eloquent regarding his explanation. (For those who don't recognize the name, he's on the Fool thread.) But his eloquence and logic is so clear, at least to me, that I really do think he's gone beyond the limitations of the definition to call Ebay a Gorilla.

Just my opinion.

--Mike Buckley
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