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

To: blankmind who wrote (48791)	11/11/2001 6:36:15 PM
From: Bruce Brown	Respond to of 54805

Apollo - okay - I retract my entry of HRC for consideration - as you guys correctly point out that being a gorilla in high tech is a bit different than being a monopolist in other fields However when looking through the gamut of companies to invest in outside of technology - certainly the premise of looking for a category leader with a moat holds reasonable sense for consideration. Premiums for share ownership are always higher than those without moats and those that are not category leaders, but that's the game. If you are interested in directing a portion of your portfolio to technology investments, as others have said in previous posts - reading the book "The Gorilla Game" helps to at least think through the category before investing. BB

To: blankmind who wrote (48791)	11/12/2001 1:03:46 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Blankmind, reading the responses to you, I feel like I just witnessed a mugging <lol>. We're more than a little parochial around here, and I'm afraid you've been judged guilty of not being proficient in GorillaSpeak. You're using "gorilla" in the sense that 99.9% of the world does - a company that is large, profitable, and exercises strong influence in their sector. Coca Cola, Walmart, & McDonalds certainly qualify under that definition, and have provided incredible returns to their investors over the years. We just happen to use the term differently on this board. I'm sorry for the confusion. Your question and logic were very reasonable. uf