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

To: locke_1 who wrote (34607)	11/13/2000 8:04:54 AM
From: Wyätt Gwyön	Respond to of 54805

those who have had many 1000s of percent gains on their portfolios due to their consistent and measured views towards investing based on a philosophy that has proven itself to correct over a longer term horizon than 1 year, sometimes take a deprecating view about folks who have a 5000% increase (a 50 fold increase) in their portfolio in 1 year. have been investing in CSCO for about 8 years now - never sold a share - so you can see where I come from - much before I became aware of the gorilla game. Congrats on your returns. I can understand why somebody would feel the way you express, but I think it is a symptom of the times. I would say that different people take advantage of different time frames. It is almost like they are in different dimensions. Naturally, they all think their own dimension is the best. Sometimes history makes it possible to do a 1000-bagger over a decade. Sometimes it allows you to do a 100-bagger in a year. And sometimes it won't give you a red dime. My broader interest is in what opportunities we will have going forward. The time frames that history will favor over the next decade or two are as yet unknown. I look at a story like yours, and I see it as an example of history. I see my own as an example of history. Well, when somebody says I am being shortsighted because they have a bigger gain over many years than I have in one or two (in essence, that I am being "short-sighted"), my thinking is this: You, too, are operating in a very short time frame. A decade, two decades, is very small in the frame of history and the markets. I appreciate your example, but I am also trying to consider examples from like the Pleistocene age of markets. In other words, I consider 1999 to be just an exaggerated version of the whole 90s in terms of broader investing history. Just as there won't be another 1999 anytime soon, there won't be another 1990s. JMHO