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

To: paul_philp who wrote (45624)8/19/2001 10:42:06 AM
From: JHP  Respond to of 54805
 
If Moore got it right how come most gorilla investors have been killed?



To: paul_philp who wrote (45624)8/19/2001 11:05:53 AM
From: Seeker of Truth  Read Replies (2) | Respond to of 54805
 
The exposition of a dynamically changing world is interesting but I think there are really no new points here for gorilla investors. We hold as long as the gorilla is not seriously challenged. If there is a coming innovation which seems probable to make the gorilla's value chain irrelevant then we sell. We also sell if the gorilla is way overvalued. Otherwise we indeed buy and hold.


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