I think that this horse is falling apart and quite possibly putrefying
Pirah, Thomas, John, & Jurgis--
some of you seem to be getting a little frustrated with each other, and with going over what seems like familiar ground again and again. If so, I encourage you to take a break before you get so annoyed or dispirited that you say something rash or throw your hands up in despair. Why? Because I want all of you to come back eventually and keep these discussions going, along with others like them.
Maybe I'm the only one who feels this way (although I doubt it), but I've found your back-and-forth fascinating and very helpful in spurring my own thinking. Despite the fact that you might not have managed to persuade each other, you've offered a wonderful set of arguments and counterarguments for the rest of us to ponder. And FWIW, I don't think any of you have really been on the giving or receiving end of any rudeness, so I would encourage you not to get huffy.
tekboy/Ares@serious,foronce.com
<edit> PS I disagree with UF that the exchanges were all "assertions" that didn't get anywhere. I thought many of them were legitimate arguments that offered reasons why one might or might not follow various approaches toward the question of valuation. For various reasons, including the funny nature of the companies we focus on here, I don't think we will ever end up with hard, universally accepted "conclusions" in this area. But that doesn't mean that each of us won't have to form at least some provisional conclusions of his/her own--and that these kinds of mature exchanges aren't useful in helping us think clearly about the issues involved. |
