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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: Wyätt Gwyön who wrote (48399)10/26/2001 9:01:44 PM
From: gdichaz  Read Replies (2) | Respond to of 54805
 
MM: So what are you saying in English, or as the saying went - in American?

Curious what your point is. If any.

Cha2



To: Wyätt Gwyön who wrote (48399)10/27/2001 8:30:06 AM
From: Bruce Brown  Read Replies (1) | Respond to of 54805
 
Mucho wrote:

...it is terribly sad to realize that some people, living on a distant planet (Bubbleonia) on the outskirts of the known universe, have perhaps learned nothing from the collapse of the bubble. does anybody on Earth actually believe this quote? all the Bubbleonians out there, if you're listening, please explain why profits don't matter but market cap does.

i will try to understand the complex logic of Bubbleonia if it does not overly tax my tiny Earthling brain. unfortunately, Bubbleonia is so far from Earth i doubt i will get a reply from them within my lifetime (Earth being in the Slow Zone and all). so it goes...


I understand exactly where you are coming from, Mucho. Earth, right? It is more than difficult to make any type of a case that valuations recently reached levels seen in previous bear market bottoms. Far from it.

Yet, the reality of the market is that the supply/demand issue of a particular stock and how it shapes the price/volume action. This continues to create ebbs and flows of items you would label as 'Bubbelonian fare'. That's the market talking and reacting. One can either ignore it, avoid it, join it or criticize it. However, it is what it is. What is one to do?

Last time I checked at the garden center down the street, they are still selling tulip bulbs and people are still buying them.

BB



To: Wyätt Gwyön who wrote (48399)10/27/2001 10:17:49 AM
From: Jurgis Bekepuris  Read Replies (3) | Respond to of 54805
 
Mucho and all,

I have some confessions to make.

Some time ago I almost put Mucho on "ignore".
This post of his makes me glad I did not. Thanks, Mucho!

I don't understand what the thread elders see in
Don's posts. I found them totally incomprehensible
gobbledygook in the worst tradition of
overintellectualization. I have not read TFRM, but if
it does really say things referenced in Don's posts,
I don't want to read it. It was just crossed out from
my shopping list.

I am guilty of skipping and dismissing Don's posts
without trying to respond critically as Mucho did.
I guess I was simply overwhelmed with the number of
disputable claims given as "true gospel"...

Jurgis - if someone will answer Mucho, maybe they can
also tell me why QCOM as a company is better than KO?
Nah, let's skip it... :-((((



To: Wyätt Gwyön who wrote (48399)10/27/2001 11:18:27 AM
From: gdichaz  Respond to of 54805
 
Mucho: So what?

Unlike your "bubblemania" stuff, the world is now different.

So the timing was off, were the ideas off?

What would you suggest, cash and bonds only?

If so, is that for the indefinite future, or when do we switch to GG companies?

Curious.

Cha2