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


To: IndependentValue who wrote (52125)8/14/2013 5:19:52 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78749
 
Well, I still believe that you are quite overoptimistic both about the future of HDD market and about WDC in particular. But I don't see a point for further discussion.

OTOH, your overoptimism is balanced by the fact that you don't own a position in the stock. So really you are overoptimistic in theory, but not optimistic enough in reality to commit money. :)

Good luck



To: IndependentValue who wrote (52125)8/18/2013 6:29:11 PM
From: Spekulatius  Read Replies (1) | Respond to of 78749
 
Re WDC - there is a bear case for WDC and STX from Chanos:
marketfolly.com

Chanos has got quite a few calls right on the short side.