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

To: Jurgis Bekepuris who wrote (53804)	3/26/2003 3:13:14 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

Very little in life is black and white ... excepting Ansel Adams, of course ... so it is reasonable to expect that any company in the real world will never be an absolute, total, perfect in all respects, gorilla with no disputes, qualifications, footnotes, and the like. Even with MSFT, one can point to very non-gorilla-like failures (Bob!). This does not remove the value in the classification. Jean Baptiste Pierre Antoine de Monet, Chevalier de Lamarck, known not so fondly as simply Lamarck when being defamed in biology texts, wrote back in the early 1800s that one needed to be aware that classificatory systems ... he was referring particularly to the then relatively new Linnean taxonomy ... were crutches that we humans used to aid in our understanding because we were not able to deal with the richness of the variation which occured in nature and that we must always remember that they were not what was real, nature was what was real.

To: Jurgis Bekepuris who wrote (53804)	3/26/2003 8:03:00 PM
From: Mike Buckley	Respond to of 54805

Jurgis, The unfortunate issue of discarding the companies that only 1 person (or several people) considered to be Gorillas is that we are left with very few There's no reason anyone should feel compelled to discard any companies on the basis of the the number of people who do or do not consider a company to be a Gorilla. The idea is that everyone participates so everyone has the benefit of everyone else's thinking. In the end, though, the decision is made by each individual investor, one at a time, not by the collective board. If we boil down to a single Gorilla, which is semi-legally acknowledged monopoly, is there any worth in Gorilla concept? Similar to my above comment, the number of people who decide a company is or isn't a Gorilla has no relevance to the validity of the investment thesis. --Mike Buckley