Sisyphus is whistling a happy tune today.
He has been resting in Hammock 1.5 for a few weeks, and asked me today if his retirement was permanent. I told him his hammock had sagged to 1.25 and he almost got put to work, but that he had pushed PNL to a great base on Hill 1.5, and the world trade winds would take us from here.
Then he asked, "What does the other side of 1.5 look like?"; so I told him that Buffet glasses were the best way to view the horizon. Investors who use them see present value much clearer.
"D'you mean that B-noculars show investors the way?"
Actually they show us where PNL could go, so that we can decide how badly we want a ticket.
"So then, where do you think you're all going?"
That depends the focal point that is dialed. Some see an April horizon as the end, and will scalp their tickets at the big show. But the B-noculars really excite investors when the time button is disabled. A glimpse of what-could-be emerges, and encourages the investor to ask "Why not? Why can't I have that?".
"Sounds wishful to me. More like virtual reality. You need management to agree with what you see, or you'll never get there."
Exactly! Entrepreneurs like Collardeau use the glasses first. They scan the horizon, identify needs, and dream a big picture so that others who use the B-nocs will see why so much effort is being expended to address it.
"Needs and dreams? What if it turns to zoo dust? I think I like my cozy hammock."
OK, but try these glasses on your mind's eye and glimpse away:
RareMedium/onClick skill base
D&B database
Successful Version 3 release
International Business Expo sponsorship / rave reviews
ATT broadband backbone
Banking alliance
Freight forwarders alliance
UNZ forms
Royal Impressions printing
International Web Page Bazaar
Journal of Commerce leads
PIERS link to cargo movement
IMEX Exchange 'favorite site' recommendation
Worldwide marketing push from Zagoren
Chambers of Commerce endorsements
10,000 customers per country
B2B Transaction fees
e-Commerce transaction routing
Advertising fees
NASDAQ listing
Institutional following
Business to Business portal
Exponential growth
Core Mutual Fund holding
P/E of 40 times future EPS of .40
Eventual net mania for PNLK when P/E becomes irrelevant
And Only a buck fifty per ticket!
"Wow! I like looking into the future. Could I borrow those glasses again?"
After peering awhile in disbelief, Sisyphus got out of his hammock and started pushing again. "I want my old job back!"
I thought you liked couch potatoville. What ever would motivate you to roll the PNL rock again?
"Are you kidding?! The beauty of these B-nocs is that I could turn them around and look backwards from the horizon. I clearly envisioned what had happened, and how I had come to own my Own Bowling Alley (I like to roll rocks). What I came to understand was the global clusterfk principle. That when the masses finally knew what was happening, EVERYBODY wanted in!"
Makes agonizing over 1, 2 and 3 dollar tickets look pretty myopic, don't you think?
GK
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