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


To: Uncle Frank who wrote (48775)11/9/2001 9:15:39 PM
From: Stock Farmer  Read Replies (1) | Respond to of 54805
 
LOL... hey, I'm sorry if I twisted your tail. Re-reading my post it was indeed a bit snarky.

Content, I hope, is useful. Stripped of its editorial wrapping that is.

Gorilla hunting? Yes, I think there is value in hunting them. But there is also value in identifying the diseases that infect them too. No sense filling a zoo with animals that are likely to die.

That would not be my definition of prosperous investing.

John.



To: Uncle Frank who wrote (48775)11/10/2001 10:52:28 AM
From: Eric L  Respond to of 54805
 
re: Geoffrey Moore on Gorilla Gaming (Flashback)

In the summer months of 1990 every major company in high tech takes a big hit. ... Again you scream for the gorilla-game authors heads, and this time you go so far as to buy a book on value investing .....

After a few days, you once again assess the situation. None of your earlier analysis has been shaken. All that has happened is that a fourth factor - the state of the overall economy - has entered the fray.

Geoffrey Moore
RFM page 205

- Eric -