SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: ratan lal who wrote (6418)9/15/1999 4:50:00 PM
From: Uncle Frank  Respond to of 54805
 
>> I think AOL's biz model is being affected and will not stay a gorilla for long.

I feel the same way, which is why I bailed out at 124. Fortunately my cost basis was 46, but even if it had been 150, I would have made the same decision based on changes fundamentals.

What made it an even easier decision is that AOL is not, and never was, a Gorilla. They meet none of the criteria. They are a King, and the manual advises to "hold Kings and Princes lightly".

uf



To: ratan lal who wrote (6418)9/15/1999 5:38:00 PM
From: DownSouth  Respond to of 54805
 
ratan, I submit that AOL has never been a Gorilla. It is a King, for sure, but its marketplace is not a Gorilla's domain, as far as we can see.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News