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

To: E_K_S who wrote (58492)	11/15/2016 6:11:38 PM
From: Graham Osborn	Read Replies (1) \| Respond to of 78750

My last post on FitBit for now - I think substitution with smartphone apps is definitely the biggest business threat. But there are definite advantages to having specialized hardware for biometric monitoring - something I don't think the smart watch and smart phone manufacturers will can succeed in without specializing. And then among the specialty manufacturers the brand has value. It's hard to quantify a moat around it but I get the sense over the next 5 years there's something there. Even if you write inventories down to zero the valuation isn't too much affected.