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

To: shamsaee who wrote (21703)	3/29/2000 1:30:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> Mike based on your explanation,then the basket investment approach is the right way of investing in tornados rather than individual candidates within a sector.However many on the thread don't approve or follow that philosophy. Shamsaee, I'd encourage you, and all newcomers for that matter, to go back and read the first 1,000 posts on this board. We based this thread from day one on selecting emerged Gorillas and Kings for our portfolios based on the incredibly low risk/reward aspects of this approach. Since that means companies that have already crossed the Chasm and are in a measurable Tornado, we were able to eliminate the sector identification and market basket portions of Moore's approach. QCOM was in this state when Merlin presented the case for cdma, so it's safe to say that this variation on the GG theme has not precluded us from being reaping excellent returns. It concerns me that of late we have gravitated towards stock picking in the area of pre-Chasm stocks. No matter how attractive these Shiny Pebbles may seem, they are much riskier than post Chasm candidates. I believe that to be the message contained in Moore's latest statement. uf

To: shamsaee who wrote (21703)	3/29/2000 2:18:00 PM
From: gdichaz	Respond to of 54805

shamsaee: Some of us do based on direct experience. But you are right it is not quite main stream here. Geoff Moore recommended it as I read him. TILT: I just read Uncle Frank's post speaking for "the thread" - see for yourself # 21710. Best. Cha2

To: shamsaee who wrote (21703)	3/29/2000 4:53:00 PM
From: Mike Buckley	Respond to of 54805

shamsaee, Mike based on your explanation,then the basket investment approach is the right way of investing in tornados rather than individual candidates within a sector. However many on the thread don't approve or follow that philosophy. I didn't mean to imply that at all. Personally, I think the basket approach forces us to buy some weak companies instead of putting money in the leader. With regard to apps technologies, I tend to think it might be better to wait longer during the bowling alley process if necessary before determining the most likely leader in advance of the tornado. Yet I concede, ironically, that some rightfully conclude that my Front Office Gorilla Game has validated the basket approach. With regard to enabling technologies, I tend to think we should look for the "lock" and/or the defining events prior to the tornado. Otherwise we should wait for the tornado. The decision about whether or not to use the basket approach with enabling technologies is usually a moot point because it's rare that there is more than one leading candidate among the enablers by the time the tornado begins. --Mike Buckley