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

To: Bruce Brown who wrote (49006)	11/17/2001 11:55:55 AM
From: gdichaz	Read Replies (2) \| Respond to of 54805

Bruce: Very much appreciate this most recent thoughtful post as well as the others from you recently. My attempt to smoke out how one would actually use Geoff's latest post which Paul put on this thread has resulted in some good practical ideas. For those of you who have followed my posts here over the years, if anyone has <G>, it would be clear that I found Geoff's post puzzling to be charitable and very bad advice if taken at all seriously - especially on its face. After "interpretation" to narrow its scope to "only" that portion of a portfolio devoted to GG companies, the idea that "established" gorillas in themselves provide sufficient diversification and opportunity, excluding not only new or nonestablished gorillas but kings too, seems too narrow. Perhaps many here agree, and I am in a small minority. As far as the application of Geoff's idea to an entire portfolio, that would seem dangerous. But again, this may be a straw man and not his intent. IMO this thread has been invaluable for its in depth discussion of gorillas and kings in clarifying their status as gorillas/kings and for the process of searching for new gorillas and kings. I would hope that continues. Best. Cha2 PS For those who wish to explore whether "established" gorillas are sufficient for most portfolios (however defined) it is clearly crucial to establish who those "established" gorillas are. Hence my suggestion of a search re: just that.