Moving into 'cash' for a while
07-30-2014, 11:07 AM
#12
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Yeah, what's funny is that the EU and the US are teaming to increase pressure (sanctions) on Putin as predicted...but the markets seem to have shrugged it off.
I'm happy to be wrong. Far better than a global economic meltdown.
I'm happy to be wrong. Far better than a global economic meltdown.
09-10-2014, 01:40 PM
#13
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Originally Posted by s.hasan546' timestamp='1405712483' post='23249887
i will say that even tho i am optimistic for the market overall, Tech is what scares me. Tech is getting way overvalued IMO. Especially some of these newer companies. Seeing what valuations these companies are getting funded at are shocking sometimes. feels like another tech bubble to me.
2. There's value in the size of userbase. Fine, I could understand that for advertising. . . but it appears that the data set generation is as valuable as the potential advertising market (per app). I see value, but not the monetary amounts being discussed.
3. There appears to be value in the widget/sharing/interconnection process. Somehow, that's extensible. However, selection for the best sharing scenario per business model seems fickle.
Moreover, when your widget/app/website has hooks/shares/API integration with a larger data set (Twitter, Facebook, Google User Services), the value increases. Whether or not you get acquired by a Facebook, Twitter, or Google is moot: the integration widget makes the targeting of user data more sellable to the people who want to buy.
4. As I write this, I'm not ruling out that the price of the company is being dictated by the outstanding cash of the potential purchaser modulo the outstanding cash of the potential purchaser's primary competiton.
How To Rig The Entire IPO Market With Just $20M
09-21-2014, 08:55 PM
#14
Historically, 92% of market returns are captured by having the proper asset allocation. The other 8% is due to market timing and security selection.
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09-23-2014, 11:40 AM
#16
There is another one that goes "If you miss the best X days of the market each year, you miss out on X percentage of the gains." I forget what the numbers are, but they are pretty drastic. Long story short = stay invested.
09-24-2014, 11:41 AM
#18
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09-24-2014, 12:33 PM
#20
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