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

To: kumar who wrote (21669)	3/29/2000 6:04:00 AM
From: gdichaz	Respond to of 54805

kumar: Yes. Whether the hunt needs to be "category oriented" as you call it, or technology based as I describe the "setting" or "area" for choosing rapidly growing stocks in exploding technologies, is less important than that the individual investor use that approach. As I have suggested here many times, that is the key to my sleeping well at night. I have spent the majority of my research, analysis and thinking effort on the technologies themselves to pick those with the most potential for rapid growth over the next 3 to 5 years, and then secondarily pick gorillas (if there are any), gorilla candidates (if there are any), kings (if there are any), princes (if there are any), etc. And this permits the use of a "basket" within the technological area as I understand Geoff Moore to advocate unless there is a gorilla. In sum, yes but key for individual, not necessarily "hunt" structure. Best. Cha2

To: kumar who wrote (21669)	3/29/2000 10:27:00 AM
From: chaz	Respond to of 54805

Kumar, Hunt has a rather brief history...less than three months. During the late summer and early fall of 1999, the thread was beginning to see a bunch of new symbols pop up into the posts, and most of them were briefly, sometimes very briefly, discussed...and most were labeled "shiny pebbles" without clear genes. There were probably some of us who wanted to do some early searching, there were not yet many of us on the thread, and so the effort to investigate smaller companies fell away as we instead put our efforts into understanding the companies we already had identified. By January, our numbers had grown significantly, and I simply revived the shiny pebble category by suggesting we look at some of them, particularly after the two portfolios had been reworked for 2000. I asked the thread for HUNT nominations, and called for Project Leaders to volunteer to pick one. StockHawk wisely offered a report format, and I kept track of who was doing what, so it was company specific from the start. If you go to the header, you'll find Mike Buckley's early post about categories in which he felt new gorillas might be found, but why we never used that in connection with HUNT...it seemed like too large a task for a single person to tackle. Chaz

To: kumar who wrote (21669)	3/29/2000 10:50:00 AM
From: kokomama	Read Replies (1) \| Respond to of 54805

Hunting/Searching for markets/tornados or companies? Good thoughts. I gain immensely from the summaries done by individuals on companies in the hunt. But if I recall G. Moore's gg investing recommendations, it was,as you suggest, to first identify markets within tech sectors that had tornado possibilities, and then buy a "basket" of stocks within that market, not knowing which one would end up being the gorilla. Then trim the basket down to the gorilla. I struggle when I examine this stuff because I feel ignorant about determining what's "discontiuous innovation." This board and others often help with that. Bought some LHSP this am, now that it has bought Dragon. Voice recognition software is moving quickly. I don't see them as a gorilla, but I think right now they are indeed the king...big head start...high switching costs. Any other thoughts? kokomama