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Strategies & Market Trends : Don't Drink the Kool-Aid Kids -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (69)	3/5/2001 1:40:21 PM
From: Stoctrash	Read Replies (1) \| Respond to of 1063

ok,,, that's it...your f#@%$^%ing banned pal!!! <GGGG>

To: Jorj X Mckie who wrote (69)	3/5/2001 2:13:43 PM
From: jambo-bwana	Respond to of 1063

The mistake is tying one's investment philosophy to the business philosophy without taking into account that there are other forces at work that can be much stronger than just being a gorilla. I agree entirely. I have read the book a couple of times and I have posted on more than one occasion, that the thought process behind the concept is very sound. My issue has always been that there has not been a satisfactory integration of the investment approach with the business concept at least on the G&K thread. The thread uses the book quite effectively to identify companies with that edge but does nothing as far as best managing risk and so on. Besides, I believe in diversification and that goes against the philosophy of the thread. I also have a basic problem with an investment philosophy that essentially requires that the entire universe of stocks should be shunted aside in favor of a dozen stocks or so. So I guess I am a gorilla gamer with an attitude -g-