SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: DaYooper who wrote (9340)11/1/1999 6:47:00 AM
From: NAGINDAS J.O.PATTNI  Respond to of 54805
 
maybe a gorilla uncovered yet can be more interesting.
personally i think IDC.
The patent's portfolio alone worth few billions,and the all company less than 300m!
nagin



To: DaYooper who wrote (9340)11/1/1999 7:50:00 AM
From: DownSouth  Respond to of 54805
 
Long term buy and hold is an extremely powerful and effective strategy, and probably more important even than identifying a gorilla company.

Agreed. However, LTBH of a gorilla company is, for me, the best strategy. Holding my royalty lightly is also important. Knowing the difference between royalty and Gorillas is, thus, required.

I am reminded that some on this thread actually sold into weakness when the Q last dipped into the 150s, a common emotional reaction to normal volatility of a growth stock.

Ouch! Guilty, your Honor. Yes sir, it was pure emotion, but I am reformed. I'll not be a victim of panic selling again.

Best to you, sir.



To: DaYooper who wrote (9340)11/1/1999 8:09:00 AM
From: Bruce Brown  Read Replies (2) | Respond to of 54805
 
Since you are all still asleep, I'll take a stab at this one.

Long term buy and hold is an extremely powerful and effective strategy, and probably more important even than identifying a gorilla company. I am reminded that some on this thread actually sold into weakness when the Q last dipped into the 150s, a common emotional reaction to normal volatility of a growth stock.

DownSouth was simply pointing out that a distinction does need to be made between stocks that are participants in a Gorilla Game, a Royalty Game and a Godzilla Game. On a focused board like this, one can't lump them all under the same umbrella and say - "See, look what happened to me by just holding all of these beauties for the past 6 or 7 years". That doesn't float around here. It's all about distinguishing the risk and then applying investment funds into the appropriate categories for one's risk/reward profile. The risks are not similar for each category. Although I participate in all three of the games, I am learning to express and distinguish the risk so as not to mislead others who may read the board.

There are certain fundamentals that need to be addressed in each of these games. I would be the first to stand by your statement of the importance of LTB&H. Once a gorilla is identified (which I would argue is very important), the power of LTB&H of that gorilla is magnified. A few on this board explained thoroughly their reaction when Qualcomm dipped on the cancelled presentation. No need to dwell on that issue. The beauty of it all is that there is time to recover from such an event.

However, we need to distinguish that the Gorillas, Godzillas and Royalty stocks need to all be under different umbrellas - regardless of whether one is a LTB&H investor or uses another strategy.

I find myself meandering again, so I'll stop.

BB