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

To: mauser96 who wrote (27099)	6/29/2000 9:06:00 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

A year ago the gorilla game lexicon was absent from analysts reports, now it's common. Is this just a change in terminology or a shift in understanding?? Have you noticed all the analysts suddenly getting smart? Seems to me that they have picked up a few words, don't always use them correctly, probably haven't read the book, and don't have any more understanding of the industries in question than they ever did. GG isn't some formula or system that will magically reveal the best investments ... it is a way of looking at the world which, if applied by those who will take the effort to understand the companies, markets, prospects, etc., etc., will help them understand something about the likely future of possible investments and allow them to make better choices. I think we are pretty safe from everyone discovering the GG and thus removing its edge, if for no other reason than that it takes patience to adopt a LTBH approach and to invest the time required for understanding.

To: mauser96 who wrote (27099)	6/29/2000 11:27:11 PM
From: Apollo	Read Replies (2) \| Respond to of 54805

Is GG no longer useful, as corrupted by Analysts??? Reports like this may bring up the question of whether gorilla game investing has become so much of a cachet to analysts and others that it has lost it's edge as an investment tool. Once information is widely disseminated to market participants, prices usually adjust to take the new information into account. A year ago the gorilla game lexicon was absent from analysts reports, now it's common. Is this just a change in terminology or a shift in understanding?? Boy, that's a great question Luke. I've been wondering the same thing, but it hadn't yet crystallized in my mind the way you managed to say it. My gut instinct is that most media/analyst people throw the terms around loosely, but don't understand the elements of the GG or TFM the way we do. THis is because this thread is constantly rehashing the terms and definitions, refining and learning as we go. Therefore, I think the media have become glib with the GG terms, but don't understand the underlying tenets. The media's loose understanding results in wild swings, greater volatility, which drives good companies skyhigh before they deserve it and out of our investing range; but also results in inappropriate dips (QCOM's a good example). We still have an advantage in selecting companies. But the advantage has been diminished, I fear. Apollo