The New Economy and its Winners Message Board

STOCKTALK

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 : The New Economy and its Winners

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bill Harmond who wrote (6613)	4/25/2001 12:39:15 AM
From: KatayamaGorobei	Read Replies (1) of 57684

>>the relentless drawdown, which I think discounted failing business models for even the best franchises.<< I used to agree with this, but now I think that what is being discounted is valuations that just don't make sense even for the best franchises. And even now, I don't think the valuations can be justified by cash flows from these businesses.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next