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

To: Eric L who wrote (25894)6/5/2000 10:25:00 PM
From: Mike Buckley  Read Replies (1) | Respond to of 54805
 
I am so disappointed in Mr. Moore that four royalty players in the telecom space made it to his list of "gorilla leaders" while the one Gorilla, Qualcomm, didn't. On the other hand, maybe it's good that we see stuff like that inclulding his own contradictions if it helps reinforce the importance of doing our own homework and relying on our research-based convictions.

--Mike Buckley



To: Eric L who wrote (25894)6/5/2000 11:21:00 PM
From: tekboy  Respond to of 54805
 
My take is that GM is clearly a brilliant conceptualizer of models, trends, etc., but is a bit loose about the operationalization of definitions, categorizations, and so forth. I think the division of labor that's been established--he comes up with the ideas, we try and turn them into specific real-time investing recommendations--will continue to make sense...

:0)

I'll try to finish the book soon and post some notes on it...

tekboy/Ares@gradschoolstudygroupsalloveragain.com


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