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


To: Boplicity who wrote (20728)3/19/2000 5:08:00 PM
From: Mike Buckley  Read Replies (1) | Respond to of 54805
 
Greg,

That statement goes with what meant about dwelling as a problem for some investors.

What might be construed as a problem by you might be construed as an attribute by me. There are a lot of different ways to make money in the stock market and I'm sure mine isn't the way to make the most money. But it is the way that for a combination of reasons is the right way for me.

For you to call that a "problem" repeatedly is something I simply can't let go by. We each make our own investment decisions. Despite that you feel you "have enough skill to spot the trend and to see it on chart before most investors do," don't call my way of doing it differently a problem. Simply call it something different of my own choosing.

Back to the quote you referenced: ""On the other hand, if you have another game in progress, and that gorilla's position is preferable, then a good alternative is to execute a hedge selling strategy, transferring some of your holdings in the threatened gorilla to safer ground."

I could be very wrong, but the strategies you appear to be proposing have nothing to do with that quote. You instead appear to be looking for the short-term potential of each of your companies and stocks, moving funds from one to the other with the hope of obtaining maximum gains. That's very different from Gorilla Gaming in which we lighten up on a Gorilla's stock only upon proven threat of substitution by a competing discontinuous innovation, or as you mentioned above, by moving your funds into a different gorilla game being played out on safer ground.

To fully ensure that you understand my perspective, I hope you are so wildly successful in your investments that you outperform anything possible using Gorilla Game strategies by a magnitude of 10 or 20 to one. But please don't think I'm interested in learning about your non-Gorilla Game strategies in this forum where I'm doing my best to foster respect for those who choose to discuss topics pertinent to the forum.

Make sense?

--Mike Buckley