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

To: DownSouth who wrote (29281)	8/2/2000 12:43:12 PM
From: EJhonsa	Read Replies (2) \| Respond to of 54805

Eric, to me, OPA, BTE, and DI are built upon a common sense approach to investing. These are the paradigms that make sense of a market, a product, and a company. Without them, I have insufficient means to look at a potential investment. Allow me to clarify something that it appears I didn't word correctly. DS, at the end of my post, I did say that the final steps of analyzing an investment for the long-term should definitely involve thinking about such things. What I was skeptical about was analyzing an investment by means of first asking if there's a proprietary open architecture, discontinuous innovation, barriers to entry, etc, and then looking at a company's fundamentals by means of answering those questions. I didn't say that GG investing didn't involve analyzing basic fundamentals. I'm sincerely sorry if anyone thought that. It's kind of like creating network architectures. You start with Layer One, the actual physical layer, the cables and the electrical pulses. Likewise, with long-term tech investing, GG or otherwise, you should start with basic questions about a company's business and how it's doing in it. Then, in networks, you work your way up to the application layers, which are the raison d'etre for conducting a data transfer in the first place. Similarly, in investment analysis, your work your way up towards asking questions about DIs, BTEs, and POAs, which inevitably have to be the primary justifications for investing in a company, rather than asking them off the bat. IMHO, it just appears to be a more solid approach to analyzing an investment when compared to working on the "application layer" at the very beginning, and then, after trying to figure this part out, going after the "physical layer." It's time for me to get back to work. Eric