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


To: DaYooper who wrote (7927)10/9/1999 3:21:00 PM
From: Uncle Frank  Respond to of 54805
 
>> could you please define "godzilla" for those of us without the 2nd edition?

I have to admit I haven't read the rfm either. Teflon, Stock Wizard, Cha2, or one of the gang from our sister thread, where they specialize in e.com stocks is your best bet:

Subject 30511

uf



To: DaYooper who wrote (7927)10/9/1999 4:57:00 PM
From: gdichaz  Read Replies (1) | Respond to of 54805
 
DaYooper: Chapter 12 of the GG revised edition is "Investing in the Internet ---Playing the Godzilla Game". On page 316 of the revised edition you have the following:

"Thus the leading internet stocks are gorilla-kings.
Of course, there is no such thing as a gorilla-king----it is a paradox. But this paradox is at the heart of the instability of Internet stock valuations, and until it resolves, the market will remain exceedingly volatile. To keep this paradox fully in view at all times we are going to call the market-leading Internet stocks godzillas."

Cha2