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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (23539)3/22/2006 5:24:33 PM
From: Jurgis Bekepuris  Read Replies (1) of 78618
 
Pual buying a few shares of GOOG looks like value investor capitulation - everyone and the bellboy has bought it. Time to short I think. :P

(No, I don't really advise shorting GOOG, but I do believe that its market cap reflects unrealistic expectations of never failing super company at the time when competition is only getting worse. Time for non-VC investors to buy was at IPO if ever.)

Jurgis
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