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


To: Mike Buckley who wrote (29538)8/7/2000 2:28:01 AM
From: Juliet  Read Replies (1) | Respond to of 54805
 
Mike--Oh yes, absolutely you are right...

Knowing the results of the charts is unimportant because your premise is wrong regardless of whether the Gilder Game or the Gorilla is doing better on a year-to-date basis. The Gorilla Game is a very long-term play, making any comparisons of less than a few years and ideally ten years invalid.

The "premise" was really more a sporting one--in the light of someone (can't remember who) within the last few days using the term "Gilder Game" in this context. But--seriously--in these times of generally compressing multiples, I think it is fairly interesting to see how resilient these gorillas are.

I mean, these are unusual market conditions to be sure--and a singular one in the life of these gorillas I guess--so doesn't a look at how they hold up in a bearish time like this seem a little valid?

But anyway, I know I was wrong to do it and I will NEVER NEVER do it again... NEVER!

juliet@heh,heh,heh.com



To: Mike Buckley who wrote (29538)8/7/2000 9:42:05 AM
From: TigerPaw  Respond to of 54805
 
takes into account risk.
One thing you missed by not looking at those charts was that there was virtually no idle stocks in the Gilder chart. They either had impressive gains or stunning losses. Very much a momentum and luck filled list.
TP