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

To: Mr. Sunshine who wrote (53805)	3/26/2003 3:19:40 PM
From: Thomas Mercer-Hursh	Respond to of 54805

Gorilla Gaming is an investment strategy that goes for the grand slam home runs Read the book? LTBH is not exactly the sort of short term big hit approach that "grand slam home run" brings to mind. if you can identify the gorilla early enough. Again, you seem to associate GG with identifying "shiny pebbles" which are still pre-chasm or not much farther along ... these are not gorillas, although both concepts come from the TALC. I stopped following this thread for years because it lacked the hard core analysis I wanted, and mostly followed already well known, established companies rather than lesser known companies that are on there way to greatness. I.e., it followed gorillas and kings, not shiny pebbles. There has been a lot of very substantive analysis over the years too. identifiying potential gorillas and kings BEFORE they become household names. Actually, that was a different thread, which seemed to wither.

To: Mr. Sunshine who wrote (53805)	3/26/2003 9:39:01 PM
From: Stock Farmer	Respond to of 54805

Some good discussions here! Yes! Nice articulation of the central issues as well Steve. As far as identification of Gorillas before they become Gorillas... yes that's the issue - and IMHO the core of a "successful" implementation of the Gorilla Game as an investment strategy. But that's sort of like listening to trees falling in the forest with nobody around. Begs the question of definition and then implementation. I have always been of the impression that once a company is identifiable as a Gorilla (or King or Chimp), the market should factor the advantages of Gorillahood (or Kinghood or Chimphood...) into the price. And thus, on average, from there we should expect "average" returns: from Gorillas as well as from Chimps. On average. Exceptions (both ways) end up proving the rule. John