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


To: Bruce Brown who wrote (38076)1/17/2001 10:54:59 AM
From: Larry S.  Read Replies (3) | Respond to of 54805
 
Gorilla Mutual Fund? is anyone aware of mutual fund(s) that are VERY concentrated in the Gorilla Game stocks? tia. larry



To: Bruce Brown who wrote (38076)1/17/2001 11:03:26 AM
From: Judith Williams  Read Replies (1) | Respond to of 54805
 
It's no surprse that most of these top tier companies--be they mature, middle age or young--do have top management teams.

Carl Kaysen, when he was director of the Institute of Advanced Study, used to have a rule of thumb: Top-notch people appoint top-notch people; second-rate people appoint fourth-rate people.

This "back of the envelope" rule, imo, applies doubly to companies and often marks the difference between an almost and WOW.

--Judith



To: Bruce Brown who wrote (38076)1/17/2001 11:41:42 AM
From: Uncle Frank  Read Replies (1) | Respond to of 54805
 
>> the longer term investing of gorillas/kings does require patience

IMO, that is the single most difficult part of playing the GG. It is excruciatingly tempting to do something when the market is volatile, even though experience shows that more often than not it will wind up being the wrong thing.

uf