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


To: EnricoPalazzo who wrote (52221)7/19/2002 5:01:15 PM
From: ggamer  Read Replies (2) | Respond to of 54805
 
<<In my opinion, the rules haven't changed for the last 50 years: buy companies with sustainable competitive advantage if the stocks are reasonably priced.>>

Those are not the specific rules of the gorilla game that we are talking about. The book hardly talks about reasonable price. We all missed on that and bought our stock at outrageous prices and we did not sell our stocks because the book tells you to hold on to your shares until the game changes for a specific industry. The book assumes that the public is usually unaware of gorillas and GGamers are ok to buy the stock at any price. All you have to do is start the game and not worry about price. Some people are down 70-80% based on that assumption alone.

GGamer



To: EnricoPalazzo who wrote (52221)7/19/2002 6:18:22 PM
From: Thomas Mercer-Hursh  Read Replies (1) | Respond to of 54805
 
buy companies with sustainable competitive advantage if the stocks are reasonably priced.

Speaking of which, anyone notice that SEBL is in the single digits?