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

To: LindyBill who wrote (24032)	5/2/2000 10:17:00 AM
From: rudyprins	Respond to of 54805

LindyBill: After walking around on this planet for about seven thousand years, we have gone from five miles an hour to the speed of light in less than 200 years. I can't imagine a more exciting time to be alive. As an age peer of yours, I have had exactly the same thoughts. My mother passed away 6 years ago at the ripe age of 95. I used to marvel thinking about the technological changes she experienced in her lifetime. I often think about what my children are going to experience in their lifetimes. It will be awsome and I'm envious. _______________________ To Ole 49er: Your attitude may be just a lil bit condescending. I would like to think that the newbies would get some credit for having some ability to learn from the "oldies" in the thread, especially with respect to the critical (unfriendly, I don't think so) thinking, which is one of the strengths of the thread in my opinion. And, having done their own RM and dd, they have come up with portfolios that represent gg thinking even though they may not contain all gorilla holdings or may be faulty in pure gg sense. Do the ports of all the oldies represent "pure" gg thinking? I also accept that there are those who simply follow the herd, but those you always have with you and, I suspect, they are probably fewer on this type of sophisticated, tightly managed board than on other boards I can think of. So, I think the individual ports (and group holdings) are very instructive to those who use them as a check against ones own thinking. I have very much appreciated the openness of the regulars with respect to their investing strategies as well as their picks, so to speak, because the posts usually contain in-depth reasons for their choices. That is what has enabled me to grow as an investor because reading the book is one thing, seeing choices being made is the application phase and that is the true test of the application of knowledge. I have found this environment on no other thread to date and as an academic, I find it refreshing. Since the thread represents a "family" of participants, actives and lurkers all because it is, after all, "open to the public", the group holdings list, if not seemingly "representative" of what "true gorilla gamers" expected, should give clues, then, as to perhaps what kinds of discussions should ensue that will better educate newbies and lurkers along gg thinking lines. What shows up in future group holdings would then reflect how successful was the "teaching" nature of the thread. The current holdings may well do just that even now. I look forward to the continued critical nature of postings especially with respect to the time when/if current gorillas start to falter and the "oldies" with tech insights will without hesitation find their weaknesses, report to us promptly and perhaps save many of us from holding them too long (as per FM, being able to ascertain before the market does when a gorilla is doomed). Sorry to contribute to bloat, I've had my say, now back to lurk, rudy