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: Eric L who wrote (15218)	1/15/2000 12:14:00 PM
From: Rickus123	Respond to of 54805

Mike and Eric, ...the strategy of buying a basket of stocks... To me, the FM is really two books in one. The first describes Gorilla-hunting tactics; the second lays out a Gorilla-investing approach. The 'hunting' methodology is pure genius. In my opinion, any investor, regardless of their investment style, would benefit from an understanding of its principles. I think the authors were very responsible in their choice of an investment strategy to fill out the second part of the book. They knew that the more sophisticated investors in their audience would circumvent their 'rules' to meet their individual risk/reward threshold. But for the average investor, their approach seems to have enough of a built-in safety net, and yet it can still achieve mighty fine returns. --Rick

To: Eric L who wrote (15218)	1/15/2000 2:06:00 PM
From: Thomas Mercer-Hursh	Respond to of 54805

More important, though I don't necessarily subscribe to the strategy of buying a basket of stocks, I will buy the leading candidate for Gorilla long before it is a Gorilla. Seems to me that different strategies might fit different circumstances. If one had identified a market where a tornado was unquestionably going to occur, but it was not clear which of several companies was likely to emerge as the dominant one at the end of the tornado, then buying the basket and weeding it as time progressed would be a reasonable approach. But, if one has identified a proprietary enabling technology and the question is only whether a real tornado will be successfully developed from it, then one would buy the one company.