Dr. Rarebird, in addressing your latest new points, Buffett is still relevant here because:
1. You said "Warren Buffett buys mega large cap companies that are brand names ... " thus he is not relevant. If size really matters to you on Warren's method here, let's hear from Buffett himself from the link I already provided: "... One was Genessee Valley Gas, a little tiny company up in upstate New York, ... There were no brokerage reports on it, nothing ... It worked out so well ..." So he has successfully invested in small companies. Is he more relevant to C-Cube now?
2. You are now including "PUBLIC RELATIONS" with "how to sell their products to the public and achieve brand recognition"... Did you read Buffett as saying anything against that? He would have agreed with you on this point. What you disagreed with him was whether C-Cube is in the business of selling their products vs. selling their stocks. This new point of yours is in agreement with Buffett. Is he more relevant to C-Cube again?
3. You said "I don't mean to flame you here or be rude but if you don't understand this or see its value, then you know very little about how a business becomes real successful and stays ahead of its competition. "
No problem I don't take it personally unless it is intended. Unlike you with years of investing experience and a doctor degree in philosophy :)(referring to your profile, don't take it personal either because it is relevant when you want to compare our business understanding or our abilities of it), for some good reason I understand mostly how Microsoft's business "becomes real successful and stays ahead of its competition". My "little understanding" is that Bill Gates (according to himself) and Microsoft never cared about its stock prices since its very beginning. (Only recently that Microsoft worried that it has been TOO HIGH, because it's business has been too successful not because it is good at selling its own stocks.) Microsoft takes care of its business of making and selling their products very well and let their MSFT stock take care itself, since its very beginning as a tiny company.
In summary, the relevance of Buffett to long term investors of C-Cube vs your view of C-Cube's "main problem": C-Cube should not waste its energy on the business of selling its stocks to Wall Street but to concentrate on the business of making and selling its products to its customers (including those from Wall Street).
BTW, you may find Buffett is not relevant on a different point because he would totally disagree with you on investing in C-Cube because your chart just recently told it it will "break out". He would never do that but it's OK that we all disagree on how to invest. Hope you will make more money than him. :) |