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: Judith Williams who wrote (32357)	9/26/2000 2:16:29 PM
From: johndelvecchio	Read Replies (2) \| Respond to of 54805

Hi Judith, Well, you said my two favorite words in investing, "increasing returns." In that case, ditch Lev and read stuff from W.Brian Arthur. A lot of people take credit for the concept, but it looks like he is really the first. A search on Google should probably give some good sources. Plus, he wrote a book on it too. I also assume you have been reading Mauboussin's stuff at CSFB. He uses a lot of Arthur's work. The Lev stuff, also developed at CSFB is much more sketchy, in my opinion. Best, John Del Vecchio