First the important stuff. If your predictions are correct and your local Giants and my local Raiders win, we'll "faceoff" in the Bowl. C-ya there!
Now for the more mundane. Some thoughts (maybe just random neuron firings) generated by your post.
What will happen to the current shareholders? Will they benefit as parts of LHSP gets broken up and sold?
Will they benefit if someone buys out the entire company?
Any chance of it happening before the March expiration?
As for any benefits to the current shareholders, it all depends on the details of the TBD (to be determined) agreement. I'm not counting on anything; I've already written off the loss. Even in a "best case" scenario, I believe the next two years will be very dynamic for VR - while LHSP will be at best moribund.
In the NY area, I've been noticing a trend toward making cell phone use in automobiles illegal unless it is of the hands-free type.
I believe the trend is national. Couple that with the emerging wireless internet and VR becomes a sine qua non.
most small investors should be too scared to ever want to play the market again.
True at the end of a secular bear, less so for a bear correction. In fact I'm beginning to think that LTB&H in some of these sectors will not work and I'm just a little gun shy. is about right for a bear correction. It's interesting what an introspective game investing/speculating is.
By the numbers.
1. Of course the FO/Bandwidth sector probably have much better business models than the Dotbombs, but won't there be intense competition? Yep, real business with proven demand. Competition limited by availability of expertise - 'course that will change over time.
2. For a while there are a few leaders, but then suddenly with in an instant, the flock or school turns direction. Think this is a matter of the TALC (technology adoption life cycle). Early on any position is speculation - and should be treated as such especially wrt size of position and degree of monitoring required.
3. Focusing on one particular investment style seems to be the most difficult thing for me to figure out...
The latest market fall has me really confused.
Does LTB&H in techs really work if this is the way the market tumbled?
Everone has their own perspective on the market. FWIW I tend to view the market in terms of timescales. Any play with a time horizon of ~ a month or less is pure speculation and should be treated as such. Given where we are in the economic cycle (and the current Fed posture), I'm bullish LT (a year or more) and IT (6 mo to 1 year), but wary ST. It's not that I don't think (love double negatives) we'll have an explosive rally in the next 6 mos., I do. It's more that I believe we may have several explosive rallies interspersed with sickening declines - traps for overaggressive bulls and bears.
Is trading these volatile techs anymore than just a guessing game?
It is (and always will be) a guessing game. Just make a well educated guess and try not to pay too much for the education.
I'm falling in love with ELON.
Careful! Careful! Careful!
I have a very small LTB&H position - based on a long term (3 decade) love of the "smart home" concept. I not sure when (or even if) ELON's time will come, but I suspect it'll be awhile. In the mean time an intrinsically volatile stock in a volatile market can have violent swings. If you plan to play that volatility, both the potential rewards and risks are huge.
LET'S GO GIANTS!!!
I stared this post pregame. The Giants are now up 24 to 0 - make that 27 to 0.
Good luck! (in both the game and the market)
lurqer |
