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

To: Bruce Brown who wrote (8604)10/21/1999 5:23:00 PM
From: Uncle Frank  Read Replies (2) | Respond to of 54805
 
Thanks for quoting the corrected returns, Bruce. Staggering, aren't they. But we can't afford to let ourselves get blinded by the sun glaring in the rear view mirror. The object of the GG is to help us find the safest road ahead.

I notice that you have included sebl and i2 in the Gorilla category in a number of your posts. Neither has been awarded that title on this thread that I can recall. Are you drawing on some other resource for your classifications (MF or Geoff's)?

Frank



To: Bruce Brown who wrote (8604)10/24/1999 7:05:00 PM
From: Mike Buckley  Read Replies (1) | Respond to of 54805
 
Bruce,

I know you spent a lot of time looking up the data for the price appreciation of the stocks, but I think that data misses an important point. The authors would want us to compare the data over really long periods of time and the starting points would not be when the companies went public. The starting points would be when gorilla-game criteria tells us to make our first investment.

Just my opinion.

--Mike Buckley


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