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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (48635)	7/8/2012 2:53:42 PM
From: Jurgis Bekepuris	Respond to of 79364

More and more people now bring their ipad at work and use it instead of Notebook too. I think the substitution trend is real and not just an invention of the tech bloggers. In some industries substitution trend is real and even positive, mostly those where the user is mostly passive consumer of data and mobile, e.g. getting medical records (some doctors/nurses), getting real estate records (realtors), logistics, etc. For most input based industries, e.g. programming, graphic design, journalism, etc. pads are not going to be a substitute for a long time. (Well, for journalism perhaps - nowadays they can use the pad to write the crap they write) To be more on topic: I would not be able to follow this thread and research stocks on pad. Currently, for every stock mentioned I immediately know my previous evaluation of it, I can pull up and update its spreadsheet, rerun numbers, etc. None of this is fast or available on a pad. So have fun reading it and posting on a pad, IMHO it only hurts your investment DD. I have a tablet and it is gathering dust. Just because I am not a passive internet consumer as some people are. ;)

To: Spekulatius who wrote (48635)	7/8/2012 2:55:56 PM
From: Sergio H	Respond to of 79364

I agree with your conclusion on tablets representing the new wave. Tablets are a disruptive technology as described in The Innovator's Dilemma by Clayton M. Christensen This is the type of analyses that shows why you can't go with just using formulas to find value. HPQ qualifies for a value pick using the GN but there's more to the story than the math. You can't use charts either. Just because its trading at lows does not mean it is a value stock. And in this case, disruptive technology offers a good excuse for increased typos. It's always about convenience and price despite maybe not as good quality. The consumer is willing to put up with the lower quality because the new way to do something offers ease, additional purposes and uses not prior available and at a good price.