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

To: StockHawk who wrote (8717)	10/24/1999 8:27:00 PM
From: Mike Buckley	Respond to of 54805

"Ours is deliberately a hyperselective investment strategy which calls for investing in as few companies as possible. Thanks, StockHawk for providing the page numbers. In both manuals, the entire context is in the last two pages of the introduction, unchanged in the revised manual. To come to Aunt Nancy's defense, :) my only argument is that all of the case studies the authors present involve the initial purchase of many stocks, often in different sub-industries. The most blatant example is their Internet Gorilla Game. But in Uncle Frank's (and Dancelot's and Ruffian's) defense, the authors go on to say that they ask the "more sophisticated readers to respect that game, therefore, even as they go about finding ways to get around it." :) Pax. :) --Mike Buckley