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

To: Stock Farmer who wrote (53692)	3/21/2003 11:44:54 AM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

Thus, being a Gorilla is neither necessary nor sufficient for being a good investment. I don't think anyone ever said it was ... but, knowing that a company is or is not a gorilla with respect to its market does tell you something very important about what kind of control the company has in that market. That is all we are about on this thread -- distinguishing between bright pebbles, gorillas, kings, and wannabes.

To: Stock Farmer who wrote (53692)	3/21/2003 8:41:08 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 54805

John, I agree with what you say in this post. But then you followed with the next post, which asks: "why bother [to determine Gorillaness]?" I think you are contradicting yourself or getting lost somewhere. So how about yet another rephrase: - No, Gorillaness does not necessarily make a company good or bad investment ("non determinant" in your words) - But Gorillaness - IMHO - provides sufficient additional information about company's business model and prospects, that it influences the valuation models and therefore investment choices. Or even in other words: for Gorilla the margin, ROE and possibly growth estimates are more reliable (don't ask how much - I won't put a quantifier) than for non-Gorilla. And this again influences investment decisions. So determining Gorillaness is worthwhile. Jurgis - at least to me