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Fresh article on The Gorilla Game:

"Way back in 1998, before I started working as a Bay Street stock analyst, I read a book that forever changed how I invest in high-tech companies.

That book was The Gorilla Game by Geoffrey Moore, Paul Johnson and Tom Kippola. I’m still benefiting from the lessons in this forgotten classic and wonder why more investors don’t make use of its insights.

The book’s key observation, which holds true today just as much as ever, is that technology tends to be a winner-take-all game. A single company — what the book calls a gorilla — dominates most computer-related sectors. The gorilla begins by disrupting a market and then goes on to gobble up most of the sales and profits. Back when The Gorilla Game was published, Microsoft was the classic gorilla."

http://www.theglobeandmail.com/report-on-business/Beast-mode...

What could be some Gorillas in biotech? Please share ideas/insights.

Regards,

Martin
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