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No. of Recommendations: 2
tjbd,

To me, biotechnology is a different sector of investing than technology. If it weren't, I would expect it to be a subset, or industry, under technology. In most cases, however, biotechnology is classified under either health care or pharmaceuticals. Given that "The Gorilla Game" is a book dedicated to "high tech sector investments", I can't buy that Moore, Johnson, and Kippola had biotechnology in mind when they wrote their book. Also, unless I missed it, I don't see Moore analyzing any biotechnology companies in either "The Gorilla Game", "Inside the Tornado", or "Crossing the Chasm".

I do think Tinker's proposal is creative and warrants further due diligence. I think its a neat hypothesis to analyzing biotech companies that are in a different environment (e.g., regulations, politics) than technology. But, in my opinion, it's not the gorilla game; it's a hypothesis that builds on the gorilla game and needs to be approached as such when investing. I think Tinker cautions this when he mentions that this is part of his venture capital funds.


Akoni
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