SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jurgis Bekepuris who wrote (40821)12/27/2010 4:36:49 PM
From: Madharry   of 78915
 
excellent comment.montier makes similar comments in his book how analysts are poor at estimating future results going even one year forward let alone ten. none the less we all try. I guess the erosion of the moat is always difficult to quantify. it would have take some vision to short sell yellow pages and newpapers from the internet. i sure didnt. nor did i think the market cap of amazon was ever justified, but entities like borders and barnes and nobles had their head up their .... .

The success of amzn has made me a much bigger believer in goog so we shall see. i suppose another exptrapolation is whether cable will survive since there are so many ways to stream content into the living room now. Dish tv is offering to do it at less than 50% of my current cable company. i asked them to justify my staying with them at double the price. they didnt have an answer.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News