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. Every time there is a post like yours (citing profits from Gilder's selections), we get people arguing about whether he is a good "stock-picker". Which misses the whole point IMHO.

Apologies, I did not want to mislead anyone. Gilder has a vision of the "ascendant" technologies which fit his paradigm, and the companies which possess them. He nver claims to be a stock-picker, or market-timer; that is up to the reader of what is, after all, a "Technology Report", not a stock market newsletter.
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