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

To: roonz who wrote (29205)	8/1/2000 7:14:29 PM
From: ratan lal	Respond to of 54805

I am certain that if a few of the elders got together and actually created such a fund, it would become immensely popular (not to mention successful). Great idea but........ Investing other peoples money is not the same as investing your own. Your mutual fund will have to abide by the strict rules and regulations of the industry. Your performance will be measured daily. As a GG you might want to keep QCOM that you bought at 120 even tho its now at 60. But as mutual fund you might have to sell it. The people here pretty much know one another and feel comfortable in the info flow. The others who are not a part of this site will have no idea about the GG and the elders and will therefore not have the same confidence. And any drop in value will see a reversal of cash flow thereby leading to decisions that one would otherwise not make. And of course once they becoem a mutual fund, I think they will not post here any more. Dont know if that will be a legal requirement, moral or just time constraints.

To: roonz who wrote (29205)	8/1/2000 9:00:24 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

roonz, I appreciate your thoughts. They aren't off base in my mind, but they aren't entirely on base either. I'd like to add two short quips that might be food for thought. It takes energy and persistence for the new Gorilla Gamer to read the thousands of posts on this thread needed to begin to keep up with the current discussion. There's no question that to get the kind of monstrous returns one can enjoy and to be able to emotionally deal with the incredible volatility without mistakenly equating it with a comensurate amount of risk, it does indeed require a lot of work. It's funny how being really good at any discipline requires a lot of work. :) Even then, only a small percentage will understand the technology issues that are the deciding factors which determine the GG status of a company under discussion. I may be naive, but I disagree. I think the vast majority of people following this thread and taking the time to read and periodically review sections of the manual can fully comprehend the basics to a sufficient degree to make some terrific long-term investments. For me, the most important aspect of gorilla gaming is that it gives an investor the basic framework for understanding the power of a company that owns a technology that becomes a standard. Understanding the generalities on which that power is based is all that is needed. It's not necessary to understand the technology itself. I may use more time in the process of exercising due diligence than most people do, but I'd wager a bet that I understand the technology far less than most everyone on this thread. The people I've had the privilege of getting to know in the past year are very quick to point out my deficiiencies on the curmudgeon thread, to the point that one guy keeps insisting that I can get lost in a large bathroom. So, if I'm the best anecdotal evidence that anyone with a little perseverance can understand the stuff we daily discuss here, I'm happy to be the source of my friends' jokes so long as they continue to show the respect due all carpetologists. :) --Mike Buckley