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

To: Stock Farmer who wrote (54528)	10/31/2003 6:08:57 PM
From: Mathemagician	Read Replies (1) \| Respond to of 54805

The expected returns from the Gorillas in which one invested back before they became obvious as gorillas... well, those are going to be good indeed. Retrospectively it has value. Prospectively... well, that's another story. Perhaps you've forgotten (perhaps we've all forgotten), but the Gorilla Game does not seek to identify the gorilla before it becomes one. Rather it is all about finding a market that is both likely to produce a gorilla then investing in a basket of all the candidates, weeding them out one by one until the eventual winner(s) emerge. This is, indeed, possible prospectively. The goal here is no different from any strategy, that being to have the winners more than make up for the losers. <font face=wingdings>e</font>

To: Stock Farmer who wrote (54528)	10/31/2003 9:02:11 PM
From: hueyone	Read Replies (1) \| Respond to of 54805

The expected returns from the Gorillas in which one invested back before they became obvious as gorillas... well, those are going to be good indeed. Retrospectively it has value. Prospectively... well, that's another story. I was thinking about situations like which recently occurred with Armhy, where a few thread members, rather than the entire world, think the company is a Gorilla, and the market whacks the stock price down to a low price that attracts someone with a valuation bent like Jurgis. I am not personally endorsing Armhy as a gorilla or a non gorilla though. I just remembe Eric L and Jurgis mentioning them when they seemed pretty low priced. Regards, Huey