Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Mr. Sunshine who wrote (53789)	3/25/2003 3:35:00 PM
From: hueyone	Read Replies (1) \| Respond to of 54805

Imo, deciding who the Gorillas are a priori to the time the Gorilla Game was even published is data mining at its worse. At best, we may be able to continue to look at long term investment results since portfolios were first put together based on the game. But even then, we still don't have a particularly long investment period for which to judge results. Regards, Huey

To: Mr. Sunshine who wrote (53789)	3/25/2003 10:20:11 PM
From: Stock Farmer	Read Replies (2) \| Respond to of 54805

steve, both you and huey are making good points. Important to keep in mind however that looking backwards at returns from a sample of G&K's known today is success-biased. It excludes all the false-positives identified at the time. In '99, one of the leading Gorilla Experts on this thread posted the following: "If it helps, the following G&Ks and potential G&Ks are the ones I own: @Home, Cisco, Citrix, EMC, Gemstar, Siebel Systems." A few false positives, it seems. So when looking back and characterizing the returns from G&K investing, we would not be intellectually honest if we did not include the losers amongst the winners and make an unbiased determination. Whether we choose 4 years or 15 years as the time frame. John