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When I read Saul's comments about how he views a company, and the "metrics" used for investing decisions, I see a giant, starry, flashing golden "GORILLA GAME" sign.
Innovators; early adoptors; chasm; tornado; maintsreet.

Saul tries to find Gorillas as they finish crossing the chasm, and enter the tornado phase.
He bails as soon as the metrics begin to indicate the business is entering "mainstreet".

This is also related to TALC (Technology Adoption Life Cycle). Saul attempts to identify Technology that is in the Hockey Stick portion.

I've never seen Saul mention GG. This is just the mental image I get when reading his writings.
I also do NOT think that Saul's style is exactly GG.


I've read a few investors/posters who claimed to follow GG, but mostly they were unable to clearly explain what they were thinking.
IMO, Saul is the first/only person who clearly explains his thoughts.

JMO
👽
ralph
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