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

To: hueyone who wrote (51940)	7/9/2002 5:00:45 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

I think we are generally agreed on this thread that we want to consider complementary issues which are missing from the book as well as agreeing that the book misses the mark in a number of places. Not having a religious orientation, this is not troublesome. But, I'm not sure even so that I would blame The Manual on losing one's nest egg. If one put 100% of one's investments in certain companies at certain times, then certainly one may have had a frightening loss, but given a shortish time span and a failure to diversify at all, one can bugger just about any strategy. I haven't seen much of anyone who was in the market through this drop talking about the gains they have made or even about holding even unless they happened to be good at options or something equally scary and counter-trend. The one way to have preserved capital in the recent past was to be out of the market, but making that call is certainly outside the scope of the manual and, as we have discussed before, not necessarily as obvious or even as wise as one would wish.

To: hueyone who wrote (51940)	7/9/2002 5:05:13 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> if we are going to limit the discussion to Gorilla criteria, let's be clear that the thread is about identifying good companies, but not about identifying good investments. Personally, I'm of the belief that only good companies make good investments for ltb&h practitioners. Can you think of a bad company that's been a good investment vehicle over the long haul? As far as identifying the charter of this forum, it appears in the very first sentence of the thread header. Advocates of the Gorilla Game approach to investing are invited to introduce candidates for inclusion in Gorilla & King portfolios. I can't think of a way to make it any clearer, Huey, but I'm open for suggestions.