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Biotech / Medical : Biotech Valuation
CRSP 54.84+0.5%3:05 PM EST
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To: LLCF who wrote (168)4/13/1999 12:27:00 PM
From: scaram(o)uche  Read Replies (1) of 52153
 
>> hope they don't
fall off!!! <<

Some of them will. Thus the classic wisdom of having a basket of good companies. I'll bet that was the guidance that KvE once provided, until his record began to smell. Then, the guidance began to fit the record instead of wisdom??

Next breath..... there's no question..... I could have made more over the past two years by shorting companies that I knew were "constrained" (find my commentary in threads here at SI) than I have by sitting on some stagnant long positions. But, it's still a matter of distinguishing the good from the bad, and why the hell should we listen to someone with KvE's record?

He bad mouths the sector. That would be fine, but.... does his record dictate that he should be listened to, much less sought out for his opinion? No.
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