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

To: Graham Osborn who wrote (58517)	12/4/2016 3:00:59 PM
From: staring	Respond to of 78748

Hi Graham, Sorry for only replying now. I have been very busy at work last two weeks. I don't have a strong opinion on the company. In my analysis I tried to identify the many sources of uncertainty, which in my view are too many. Therefore, Buffett would recommend one to stick to what one knows, and since I know to little, for now, I am out of it. With regard to the metrics you mention, the main problem I easy is that they are anchored in the current reality, which is very difficult to have a reasonable degree of confidence that will continue in the future. Once people have devices, they are less likely to buy, in my view. I expect my fitness devices to last longer than my android, and my brother is almost a pro and for him is the same... maybe we are outliers... but since it my sample, I am not confortable with this trade now. But if other more sustainable revenues streams emerge, I might change my mind.