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

To: DownSouth who wrote (7660)10/6/1999 1:08:00 AM
From: Uncle Frank  Read Replies (3) | Respond to of 54805
 
>>I am still up over 80% for 1999, so my lessons were not too expensive in perspective. What I learned...

One thing I've learned about you, Galahad, is that you are always self effacing. I'd say 80% returns through October 5 are Lindyesque.

Speaking of Gorilla investing, the presentation I heard Chambers and his team give today included terms like "tornado market" and "value chain". Do you think they've been reading the thread <g>?

uf



To: DownSouth who wrote (7660)10/6/1999 4:16:00 AM
From: Sommers  Respond to of 54805
 
DownSouth, Don't forget rule #5:

"Don't invest in any company standing in the way of Mr. Softee."

And, BTW, I don't buy Moscella's 10/4/99 ComputerWorld editorial on the future of MSFT, INTC and CSCO.

Godspeed,

--Sommers


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