Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Elroy who wrote (74070)	10/27/2023 10:42:23 AM
From: Harshu Vyas	Read Replies (2) \| Respond to of 78516

But that's exactly my point - I don't think you can get tech at value prices UNLESS the company has lost market position. The only way to get tech cheap is on the way up (i.e Apple in the early 2000s) where investors question the track record and growth potential or back on the way back down (i.e IBM/ INTC/ ORCL today). Buying in the middle (AMZN, GOOG etc) means you have to pay some sort of premium even in normal market conditions. That's my take on it anyway. As for GRVY, I'm too dumb to work it out - I look at it every time you mention it and I don't get it. Question - what changed between Dec. 2020 and now? If it's really so valuable the share price would have maintained that sort of valuation. The 2020/2021 boom isn't a good enough answer (to me) and, as I've mentioned, I can't get my head around it. SIMO - well, there's one obvious risk... definitely wouldn't call that value. Imo, that's reckless because there's a very real external factor that could wreak havoc on the operations of the company.