Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Gorilla Game -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (310)	11/9/1998 12:23:00 AM
From: Shane M	Read Replies (1) \| Respond to of 387

Mike, Is it that all the authors whose books you buy maintain web sites and hypothetical portfolios? My perspective is that the maintanence of this shouldn't be that big of deal. The book points out the key is to identify long term trends and the companies that will benefit. The authors state that these trends are not that difficult to identify, and that the average investor can do so. Perhaps we differ here, but I don't think the authors would think the pool of legitimate gorilla candidates would change very often. A gorilla candidate should be a more robust beast, with its legitimacy not teetering on a monthly or quarterly basis. The examples in the book lay out gorilla game historical scenarios, and the developments are measured in terms of years, not short term events. IMO. I guess I really like the fresh approach put forth in the book, and I guess feel it deserves some follow-up on the author's parts. I guess I'm cynical in thinking they don't want to open themselves to performance-centered scrutiny, but if they want to defend this investment methodology I think they should provide a test portfolio. Put another way, if their test portfolio had performed better, I think they'd still be pursuing it. Pointing to exceptional returns would certainly help sell more books. Since it didn't perform well they say they don't have time to update. All IMHO. Shane

To: Mike Buckley who wrote (310)	11/9/1998 1:11:00 AM
From: Uncle Frank	Respond to of 387

>Is it that all the authors whose books you buy maintain web sites and hypothetical portfolios? Not at all, Mike. But to have the authors admit to a lack of skill (or was it interest?) in identifying good investments makes me less confident in their dogma. If they hadn't posted a portfolio to begin with, I would have never questioned it... after all, I just paid a few bucks for an outline of their methodology; I never expected ongoing explicit investment advice. Would you take advice on your golf swing from an instructor with a 25 index who doesn't like to practice? Frank