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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: tekboy who wrote (7437)	10/4/1999 9:41:00 PM
From: Mike Buckley	Respond to of 54805

tekboy, the history of investing "strategies" is depressingly consistent: good ideas work, become popular, then stop working. The authors address that in different words. They mention that stock prices of companies without control of their domain always regress to the mean eventually. However, they point out that network effects models (those that have sufficient control that value chains form around them) always cause stock prices to increase to the extremes. --Mike Buckley