Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: JohnM who wrote (48207)	10/22/2001 8:36:15 PM
From: Mathemagician	Respond to of 54805

My own place, at the moment, is to still consider Moore's book and this thread, which the book led me to, as the second best thing that happened to my investment skills. I think it goes without saying that the truly life-changing impact that GG and this thread in particular has had on me is far and away the best thing that has happened to my investment skills. For that and the enduring friendships formed herein I will be eternally grateful. Sure, it ended up costing a good bit of money in the short run -- any education does. Still, it was no more expensive than the rest of my education though it has proven to be at least equally useful. The recent discussion is an excellent example of what I consider to be the most important lesson learned: flexibility with an open mind. Yeah, it was more fun when things were going up up up. But then again, PE was more fun than math class... I think I'll be hanging around for a while. M P.S. In an unrelated and relatively inconsequential matter, the principles of the GG have proven invaluable in the performance of my current duties. :-)

To: JohnM who wrote (48207)	10/22/2001 9:14:06 PM
From: Seeker of Truth	Read Replies (1) \| Respond to of 54805

You mentioned TIAA-CREF. I once looked at their performance record and it was positively superb. Not equal to Warren Buffett but much better than the best mutual funds I had ever heard of. Since then, when I am thinking of buying a stock I try to find out if they have a large position in it. Of course they have owned our G&K favorites also, and taken their loss but some of the Kings which weren't so, are not on their list. To a certain degree one could have reduced loss by insisting in having them as partner investors.

To: JohnM who wrote (48207)	10/22/2001 11:29:48 PM
From: chaz	Read Replies (1) \| Respond to of 54805

JohnM-- And I have some sense now of where the internet is likely to go over the next ten years, some sense of how the various technologies will shape that, some sense of what makes for good and bad companies, good and bad strategies, none of which I had four or five years ago. I for one, and I'm sure there are many others posting and lurking, would be most interested if you would put those thoughts into 10 or 12 paragraphs, or as many as you feel covers the range of your senses about the next ten internet and related technology years. I understand it would be just your opinion, but your vision of this is surely of value to the rest of us, especially if it includes your reasoning processes. Care to give it a try just for old times? Chaz@anythingtogetteckboyhappyagain.com