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Strategies & Market Trends : Buffettology
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To: jhg_in_kc who wrote (724)12/23/1998 3:38:00 PM
From: cfimx  Read Replies (3) of 4691
 
how much you wanna bet this guy wasn't saying this only two or three months ago, when a little hedge fund almost got the blame for bringing down the whole enchilada.

>>But throw a capital asset in the mix, like stocks, and all of a sudden
these guys start looking at things like book value and P/E. I am
convinced that the key to valuation is the reasonable assessment of
FUTURE cash flows. I am also convinced that we are on the leading edge
of a major industrial revolution which will result in the replacement of
the much of the specialty retail segment with electronic commerce. The
beneficiaries are going to be companies like Dell, CSCO, ASND and TLAB,
which provide equipment to shoppers roughly analogous to the car, and
companies like AOL which are roughly analogous to the shopping mall. The
electronic stores that will emerge will replace many existing physical
stores.<<

No, we never here this stuff at bottom's do we?

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