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

To: Thomas Mercer-Hursh who wrote (53806)	3/26/2003 6:20:01 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 54805

I agree that Gorillas come in shades of grey. But then I would object to discarding a company from GG result study just because not everyone agreed that it was a Gorilla. Doing this is data mining: hey, let's include CSCO, but not XXCO, but wait I said GMSTE is not Gorilla, so let's exclude it too! This way we get to my original proposition that MSFT is the only one left to evaluate and then GG is pointless. I don't have a solution what companies should be included in result study and I think GG is sufficiently qualitative and subjective so that no back study is possible period. I know this will make some people claim that then it is useless, but I don't think so. (Other people will claim that back study is possible and given in Moore's book. I disagree.) Another interesting tidbit: How come Gorilla gamers abandoned Godzillas while AMZN and EBAY became almost the best performing 3 year stocks? Can't they qualify at least as Kings? Jurgis - kings or not, won't buy them, since they still have lousy ROEs