Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Uncle Frank who wrote (30735)	8/29/2000 8:38:09 PM
From: Thomas Mercer-Hursh	Respond to of 54805

Enough with the humility. I'm just trying to stand out from some of the other posters on this thread! find a way to use those thought processes as a predictive tool so you can help me find a good place for the cash that's burning a hole in my pocket. In that thread of my career in which I can pretend to be a mathematician, my focus has always been on the use of mathematics as a tool to give me insight into the underlying biology (or social structure or language or whatever it was I happened to be working on at the time) and it was that insight into the underlying biology which the sole point of the exercise. I feel the same here. So, if by "tool" you are hoping for a GAP metric, you are more likely to get it from someone else, since I am going to be focused on the companies, products, markets, DIs or lack thereof, etc., i.e., how all this stuff fits together as a system ... and that, unfortunately, comes down to understanding. Before my exposure to Moore, which started with CTC, I despaired of having a good handle on any more than my own segment of my own industry. What the GG does for me is to provide a filter by which I can structure a less perfect understanding, but still achieve reasonable confidence that the important bits have been identified, and thus have a workable handle on a number of sectors.