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


To: tinkershaw who wrote (993)6/28/2004 6:25:19 AM
From: straight life  Respond to of 2955
 
I own EBAY because of the network effects; more buyers attract more sellers which in turn attract more buyers. Is that a virtuous circle? I don't know. I think of them as having a moat, as Buffett might say.

Also their value train grows by leaps and bounds as other companies (UPS, AuctionDrop iSold It) vie to help the average Joe and Jane sell whatever they own, then take their cut.



To: tinkershaw who wrote (993)7/14/2004 12:22:04 PM
From: Apollo  Read Replies (1) | Respond to of 2955
 
Tinker,

Can you give us a rundown on OVTI; looks like it has been trending down. This is a royalty play, if I recall correctly.

Apollo