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

To: gdichaz who wrote (997)4/3/1999 11:25:00 PM
From: davidm  Read Replies (2) | Respond to of 54805
 
I have been following Silicon Investor for about a five months now and have truly enjoyed and prospered from the posted comments and insights. I finally took the next step and joined tonight what I consider the most outstanding investing community around. I have many questions regarding investing and am a true believer in the "Gorilla Game" strategy. I currently hold AOL, LU, EMC, DELL, WCOM, VRTS, CSCO, and TLAB (although I do consider Dell a king and TLAB more a prince of sorts). I look forward to learning more in the months and years to come.



To: gdichaz who wrote (997)4/3/1999 11:31:00 PM
From: chaz  Respond to of 54805
 
<Opportunity Cost>

Now there's a concept!

I see it much the same way, and Ive been both right and wrong on my calls in years past, but damn, every time I get mired down in the
fundys, I can find dozens of very good looking statements...like having Imelda's shoe selection....which ones today?

That's when I gravitate toward a sense of the larger scene, and in my experience, that seems to have worked out better.


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