Amazon.com, Inc. (AMZN) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 220.66

+1.6%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Lizzie Tudor who wrote (59981)	6/2/1999 1:47:00 PM
From: Robert Rose	Read Replies (1) of 164684

<Because it is a vc, it takes 10x the analysis than say, etoys does because you have to look at all the properties etc. I wish they would publish a book like "the wetherall way" like they did the warren buffet way because I need to figure out how he values companies and as you know that is a very subjective thing.> I very much respect folks that do such diligent research. However, I mostly choose instead to trust managers with consistent track records of success. In addition to Wetherwell, Bezos and Case come immediately to mind. I usually sleep well knowing my financial well-being is in their hands. Well, maybe not tonight, but.... <g> <However, in general terms eliminating all else it seems like a vc firm will profit most in frothy markets and least in bearish ones. > CMGI's decline from 165 in 4/99 to 85 currently (split adjusted) is perfect evidence of that. On the other hand, despite CMGI's very high beta, it's not doing much worse than most of its inet bretheren right now. Your point is well-taken, however. Also interesting comments on your take on Buffett. Regards, Rob

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next