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


To: Mike Buckley who wrote (8752)10/24/1999 7:20:00 PM
From: Bruce Brown  Respond to of 54805
 
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.

I didn't spend much time at all looking the data up. I was going with the format the authors used on the inside jacket flap of manual one and the revised manual. However, instead of 'if one had invested $10K when they went public it would now be worth $XXX,XXX', I just listed the percentage gain. It was all in an effort to respond to Straight Life's questions about returns on Kings vs. Gorillas and safety issues.

I agree, that the starting point should indeed be when we make our first investment once the criteria is met. I have those tracked for my own personal portfolio and I'm sorry to say that I wasn't in at the beginning of any of the stocks I mentioned.

BB