James Clunie
@JamesClunie7Market observer, participant, student. Long-short equity focus.
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A set of stocks goes up 5-10x, then fall 50-90%. Two mindsets: 1) there was a bubble and then a regime change...leave them well alone; 2) these stocks went up so much, they're winning firms...buy the dip. What investor psychology do you fit best?
The market regime has switched from 'age of speculation' to 'bear market'. Now irrefutable..?
Anyone got a creative word for: 'the opposite of compounding'?
I know what 'price inflation' is, and I know what 'shrinkflation' is...but I've just experienced a higher price and a smaller product - simultaneously. What's that called?
Hat-trick! In the battle between the 'citizens' and the 'elite', the latter just took three hits: Holmes found guilty; Maxwell found guilty; Djokovic denied entry to Oz. Interesting times...
Intuitive Surgical's mkt cap is $107bn on $4.4bn of 2020 revenue - that's 24x sales and great expectations! Competition is intensifying: this weekend, UK robotics firm CMR Surgical raised $600m for growth (at a $3bn valuation).
Is PE accidentally doing us a favour, signalling where the under-priced assets sit? If they reckon that Senior, Morrisons, Ultra etc. are worth bidding for at big premia, do I need to torture my SPAC, EV, crypto, SaaS models to find a good place to invest at current prices...?
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