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

To: Paul Senior who wrote (35473)	11/27/2000 11:53:10 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> Why does it have to be an alternative? Why not an addition to G&K? ... GCI, a newspaper stock is one, for example. The Warren Buffett Way sits next to the Gorilla Game and Beating the Street on my bookshelf, Paul. It's amazing how much these works have in common. But this thread's expressed charter is utilizing the subjective metrics described in the Gorilla Game to find great investments in high tech, and that covers so much ground we have difficulty doing it justice. We've consciously resisted expansion into many productive arenas, such as btc e-commerce and biotech, in order to remain on the cutting edge of a limited number of sectors. I think I'm beginning to see your point, though - you're addressing the increased risk in limiting a portfolio to high tech. There's merit to that, but if you take a closer look at the Portfolio Parade, you'll find that many of our regulars invest in tradition sectors as well. uf

To: Paul Senior who wrote (35473)	11/28/2000 12:13:02 AM
From: nbfm	Read Replies (2) \| Respond to of 54805

I don't really want to pile on, <g>, but did you even check out the model portfolios' 2000 performance (the ports are posted in the thread header)? siliconinvestor.com siliconinvestor.com Both are up for the year (modestly at app. 5%). The DOW is down 9% and the naz is down app. 30%. To me, that is one hell of a performance.

To: Paul Senior who wrote (35473)	11/28/2000 12:18:58 AM
From: kumar	Read Replies (1) \| Respond to of 54805

Paul, if u're trying to change the charter of this thread to include a million other aspects of investing, may I suggest that you're p'ing in the wind ? cheers, kumar

To: Paul Senior who wrote (35473)	11/28/2000 12:20:56 AM
From: Joshua Corbin	Read Replies (3) \| Respond to of 54805

NOBODY has lost money who's followed Mr. Buffett into his picks and has held. Except those people who bought Berkshire Hathaway at the top. :-) Many of Buffett's core assets -- from GEICO to Dairy Queen -- are unavailable except as part of the conglomerate. Much of the investment portfolio -- Coca-Cola, Gillette, et. al., were bought long ago so today's new stockholder is in a very different situation. Keep in mind that the Federal government could fund a war if it ever collected BRK's unrealized capital gains. A similar situation is on this thread -- but on a smaller scale. The people who bought this or that G&K company 2 or 3 years ago has a different perspective from the guy who bought it in March. The same stock looks might different if you have a 400% gain vs. a 40% loss. (I'm not trying to dis Gorilla Gaming. Honest. Or Buffetology, for that matter. I'm an equal opportunity critic.)