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

To: gdichaz who wrote (43496)	6/14/2001 7:29:12 PM
From: hueyone	Respond to of 54805

Cha2, I realize this recent stock options talk of mine is a little bit off topic from the main focus of this thread---which is more about finding and discussing winning technologies. Thanks for being patient with me. I feel I have learned something interesting during this process. Best, Huey

To: gdichaz who wrote (43496)	6/14/2001 7:35:31 PM
From: Pirah Naman	Respond to of 54805

Why worry about the past? Is it "worrying" to examine how a company has made its money? How it has handled its resources? Don't these give us insight into management? if you find a company which is strong within its area, then isn't that a company to look at carefully? Absolutely. And part of looking at it carefully is examining how it handles and earns its resources. if it seems that company has a very real clamp on the technology which is essential, why not consider it? Who has suggested not considering it? Isn't investing about winners? That is part of it, of course. But a winner can be overpriced. Or it can be mis-identified. At some point, a winner, a gorilla, a king, whatever the company or label, must make lots of money from operations, yes? Isn't that much of what defines a winner? is the rear view mirror where to look (at the dust trail) or out through the windshield (at the road ahead)? Why not look at both? Perhaps there are lessons in the past that will help us. Our ability to predict the future is imperfect. But isn't understanding the first step towards peace, love, brotherhood, and riches? Live long and prosper. - Pirah

To: gdichaz who wrote (43496)	6/14/2001 7:38:35 PM
From: Stock Farmer	Read Replies (1) \| Respond to of 54805

Hi gdichz - yes, no need to understand company finances in identifying gorillas. But let's take it a step farther. Let's say you are an astute student of the Gorilla game and have taken it from the realm of theory into the real world. Perhaps you have identified Gorilla A in market 1 and Gorilla B in market 2. Plus you are not infinitely wealthy, so you have a fixed capital of X dollars. The next question that is rather rapidly thrust upon you is "how much of X goes to Gorilla A and how much to Gorilla B?" You can adopt any number of allocation strategies, ranging from "eenie meenie minie moe" at one end to an expectation value return-maximized weighting on the other. Comparative analysis merely plays a useful role in many of these allocation strategies. John