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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (8954)8/18/2003 5:36:41 PM
From: dalroi  Respond to of 52153
 
Peter

i read nr 1 and nr 4 (fascinating book)
realy love the survivor bias :-)

ordering the 2 others

another one i read, am reading is the dollar crisis (r duncan)

amazon.co.uk

so i switched a little bit into Gold stocks (yeah right me a die hard biotech investor owing drooy gss gbo cde cbj and nem as i know s**t about gold stocks i bogt this basket)

cheers

Stefaan



To: Biomaven who wrote (8954)8/18/2003 6:48:44 PM
From: tom pope  Read Replies (1) | Respond to of 52153
 
Wasn't Kevin Hassett one of the proponents of the Dow 36k prediction?
I guess that makes him a bubble expert.



To: Biomaven who wrote (8954)8/20/2003 7:16:18 AM
From: tom r. phillips  Read Replies (2) | Respond to of 52153
 
wasn't Nassim Taleb the subject of a lengthy profile in the New Yorker Magazine about a year ago? i think he strategy has been to buy (never sell) far out of the money puts and calls month after month after month, trusting that the distribution curves of returns/events actually have "fat tails" -- i.e., the improbable isn't so improbable as most believe. he's right, i think (and successful).

tom


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