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

To: tekboy who wrote (30744)	8/30/2000 2:09:07 AM
From: Uncle Frank	Respond to of 54805

>> tekboy/Ares@topthis,sucker.com Consider that I managed to motivate you to do a little thinking and a whole lot of typing which resulted in a nice contribution to the thread. uf@whogotsuckedintowhat?.com

To: tekboy who wrote (30744)	8/30/2000 10:47:16 AM
From: mauser96	Respond to of 54805

Moore flat out says (p19-20 rfm) that the Gorilla Game is a not value investing but a specific form of growth investing that focuses primarily on product- oriented companies selling into mass markets undergoing hypergrowth. It uses consolidation rather than diversification to reduce risk. (IMHO he doesn't mean to carry this concentration to the extreme of holding only a couple of stocks.) Also this implies that it is a strategy of directing your main attention toward the position of the company in the tech life cycle. Price considerations are mostly secondary.This is unusual, because most other approaches to the stock market are primarily directed toward the price of the securities. Some(most TA) are 100% price -time centric. I agree that we all have a lot to learn from Buffett. Both approaches try to avoid commodity markets and look for sustained competitive advantage. If the market followed Moore and Buffett the vast majority of stocks would be a lot lower than they are today, because the vast majority of companies (even in the tech field) are mired in a forever commodity market.