SI
SI
discoversearch

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


To: KY who wrote (529)2/26/1999 10:20:00 PM
From: Bahama  Respond to of 54805
 
KY: I think what would really help is a sector breakdown, and reasons why entire sectors are or aren't suitable as gorillas. I'll work on that and try to have it this weekend sometime. That might save much debate over specific companies, being a higher level gorilla view.

Also, I agree on not taking it as gospel. It's just a theory and a framework, after all. Special cases are always possible.