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

To: tekboy who wrote (12173)	12/6/1999 3:52:00 PM
From: freeus	Respond to of 54805

re many of us do invest in SP though in small amounts and knowing full well it violates the GG Very well said,right on! Freeus (I also do a little dabbling in SP: got a small bit of ITWO and NOK this a.m. in exchange for a lot of TYC whose chart looks absolutely awful.We'll see how they do. NOK should be ok anyway).

To: tekboy who wrote (12173)	12/6/1999 6:57:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Tekboy sez: ... we remind ourselves that we are technically violating, rather than respecting, the rules of the game. And the authors' view is: "We ask our more sophisticated readers to respect that game, therefore, even as they go about finding ways to get around it." (From the Introduction) --Mike Buckley

To: tekboy who wrote (12173)	12/6/1999 8:21:00 PM
From: Eric Jacobson	Read Replies (1) \| Respond to of 54805

By retaining the (admittedly perjorative) SP label for non-G&Ks, we remind ourselves that we are technically violating, rather than respecting, the rules of the game. I'm not sure I agree with this and generally think the perjorative term "shiny pebble" gets used a bit too loosely around here. There are two aspects to the GG - the first is investing in known gorillas (which is what this thread focuses on mostly); and the second is investing in a basket of stocks that are in the midst of a gorilla game, with the gamer consolidating over time as the gorilla becomes apparent. Holding a basket of stocks (referred to as shiny pebbles here) that are in a gorilla game is not violating the rules of the game as long as it is a true gorilla game.

To: tekboy who wrote (12173)	12/6/1999 9:14:00 PM
From: gdichaz	Read Replies (2) \| Respond to of 54805

tekboy: Hey, I am pleased that you "respectfully" strongly disagree with my point that this thread look for young royalty as well as young gorillas. Or to use other language, are you really suggesting that the thread benefits, and more importantly we as investors benefit, from dismissing potential baby princes without any consideration here at all by the simple expedient of calling them "shiny pebbles"? With equal respect, I suggest that this pejorative label is a matter of habit, custom, and a means of shutting off suggestions for futher analysis of young promising companies. The shiny pebble label doesn't stand up to close examination. First, a shiny pebble is what? A small rock with luster which is fake. Otherwise it would be worth more careful examination, no? Clearly something only a fool would consider seriously. I suggest that the baby or young princes which are falsely labeled "shiny pebbles" deserve careful consideration - not dismissal out of hand - if we are serious here about looking for future Kings, not just gorillas. Second, a shiny pebble is inanimate, stationary. It just lies there. Nothing could be a more absurd characterization of the likes of the Q and JDSU in 1998. Or PHCM and/or ARMY now, which are among the most dynamic young potential royalty around. I submit that the shiny pebble label is false, misleading and counterproductive in the extreme. It means that new rapidly growing emerging potential princes are dismissed out of hand. That is not consistent with the Gorilla Game book which encourages finding new emerging potential gorillas or kings and checking them out. At a minimum I would respectfully request that if the purpose is to shut out new poster's nominations of companies that are not yet obvious gorillas or kings, let's be frank about that. If the purpose is to protect uninformed investors from themselves, let's be open about that. The future is in fact in the "shiny pebbles" - so called. This is where the gorillas and kings will come from. OK perhaps the youngsters are more difficult to pick and have a greater downside. But is due diligence on them to be discouraged? I submit not. Cha2