SI
SI
discoversearch

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: Keith Feral who wrote (49675)1/4/2002 5:03:25 PM
From: Jurgis Bekepuris  Read Replies (2) | Respond to of 54805
 
>Qualcomm, Sony, Yahoo, AOL, Microsoft, Flextronics,
>and Applied Materials. That's my adrenaline G & K
> portfolio.
...
>I am an advocate of Gorilla Game investing with
> one caveat -I refuse to invest in companies that
>do not offer a product that I could buy as a consumer.

You must have deep pockets and unconventional needs
to buy AMATs products... :-))))

Jurgis - Nitpickers'r'us - not that I would buy products of
the other companies in your portfolio... :-))))



To: Keith Feral who wrote (49675)1/4/2002 6:43:52 PM
From: Uncle Frank  Read Replies (1) | Respond to of 54805
 
Keith, thanks for the inputs, but if you want them included in the GKI selection process, you'll need to give the the percentage that each represents of your investment portfolio. Feel free to do so by PM if you don't feel comfortable doing so on the public thread.

Thanks,
uf


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News