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


To: Jurgis Bekepuris who wrote (43886)6/25/2001 3:13:12 PM
From: EnricoPalazzo  Read Replies (1) | Respond to of 54805
 
Of course, the GG dogma tells that KO, AXP, PG and GCI don't have "sustainable, competitive advantages"...

I don't believe that TRFM speaks to the issue at all, and I would be shocked to find any reputable source claiming that KO, AXP and PG have no sustainable, competitive advantage. They're just not Gorillas, that's all.