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

To: Don Mosher who wrote (49317)	12/4/2001 10:13:34 AM
From: areokat	Read Replies (1) \| Respond to of 54805

>>I hope to do some more posts on foundations of the gorilla game and investing, adding commentary where I believe I might have something to say.<< Don. FWIW. Unless I've just missed one I've read everything you've written on SI and NPI. And I'll be reading your future post. As for "the nugget" I find more than enough of them to make it worth my while. Kat@ Fool on. Uuh, wrong thread <lol>

To: Don Mosher who wrote (49317)	12/4/2001 12:32:43 PM
From: Judith Williams	Respond to of 54805

Don-- long enough and dense enough that I just can't grab and digest...in passing Ditto. I never try to read your posts on-screen. I just print them out and read the old-fashioned Gutenberg way with the telephone on off. GG is a discipline for approaching technology innovations and the seminal companies that do it in markets that can scale. Putting that discipline into context--tracing its roots and permutations--helps not just clarify the concepts themselves, but opens up the fault lines (sorry, no pun intended) between various approaches. These clearly emerge in terms of valuations and in CAP, which we all struggle with. Thanks. Judith