Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: 100cfm who wrote (12750)	12/14/1999 7:59:00 AM
From: daffydog	Respond to of 54805

p.19: "Microsoft is a good example. There has never been a time in its history when it met the profile of a value investor's target." The problem for all of us is recognizing a gorilla early, but not too early -- the whole point of the gorilla game is to optimize the tradeoff between risk and reward, and if we leap too early, we may get stuck with a company on the wrong side of the chasm and which never crosses the chasm, or one for which no tornado occurs. The leap of faith we all must take (and the one which is probably the most daunting to us all) is that the highly valued (or "overvalued") stock that we see before us will in fact be propelled far further by the tornado than most people currently predict. MGG