Gorilla and King Portfolio candidates - Moderated Message Board

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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated

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To: DaYooper who wrote (2912)	1/31/2012 2:14:02 PM
From: Eric L	2 Recommendations Read Replies (1) of 2955

Times Change ... << Yes I agree AAPL has way outperformed Q and nearly every other stock over the last ten years. But it’s not a logical progression to say that means the GG strategy was flawed. Better to ask why the strategy didn’t correctly identify AAPL as a gorilla. >> Because they WERE a chimpanzee when they were discussed on the original G&K Portfolio board. That did not rule them out as a potential investment back then, but the iOS Apple of today is not the PC and PC software maker Apple of yesterday and it is their reinvention that Geoff discusses in 'Dealing with Darwin' although his mention of their reinvention is relatively brief. We did have some intelligent discussion of that in the iPod/iTunes day on this board without reaching any consensus, but that was in the pre-iPhone days which broke things open for Apple and caused considerable change in the mobile phone industry and the later dawn of the iPod era which broke things open even more and has led to the 'battle of ecosystems.'. Qualcomm has also changed rather dramatically in recent years and has become the single largest manufacturer of mobile wireless ICs (in revenue if not unit terms) due in no small part to their willingness to change, engage, contribute and participate actively in the GSM/3GSM/4GSM committee based world of non-proprietary WCDMA/HSPA/HSPA+/LTE RAN technology architecture development. Geoff's case studies in his single book on investment theory and strategy were based on the late 80's to early to mid-nineties cases. Future Shock as Toffler would say. Times change. Rapidly and dramatically. Companies change with them or perish. - Eric -

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