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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated
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To: Uncle Frank who wrote (2906)2/4/2012 2:07:06 PM
From: Shane M2 Recommendations  Read Replies (1) of 2955
 
The strategy is flawed.

Agree, but there are lots of great observations about network value to file away and lots of good concepts to keep.

I think a couple of key "caveats" to consider about the Gorilla Game paradigm
1 - the world is changing faster and faster. Advantages that used to last a long time seem to have a shorter window to play out.
2 - the value of innovation has increased while the value of owning a "standard" has decreased (relatively).
3 - and the greatest weakness of Gorilla Gaming - the price you pay for a stock matters. The book had little, if anything, to say about valuation - other than the market always undervalues gorillas. This is not true. Take MSFT and and INTC post 2000. The companies kept on chugging like a diesel train growing revenue and profits, but the price you pay for the stock still mattered and those who bought at the top are still waiting to get back to even.
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