Matches for herbi*, 4182 total results Sorted by newest | relevance
Tue Feb 18 05:32:06 UTC 2014 <herbijudlestoids> then investors will underperform relative to holding cash or the index
Tue Feb 18 05:31:43 UTC 2014 <herbijudlestoids> if the economic activity (or lack theroef) in those assets does not provide an appropriate amount of EPS growth
Tue Feb 18 05:31:18 UTC 2014 <herbijudlestoids> the market implied EPS growth rate for FB/TWTR/GRPN are very very high. not as high as MPOE, but quite high
Tue Feb 18 05:31:00 UTC 2014 <herbijudlestoids> err exactly? right?
Tue Feb 18 05:30:44 UTC 2014 <herbijudlestoids> mike_c: value or price?
Tue Feb 18 05:30:02 UTC 2014 <mircea_popescu> herbijudlestoids there's no compelling reason to believe the price of mpoe isn't derived from its value as a currency.
Tue Feb 18 05:29:44 UTC 2014 <herbijudlestoids> ...
Tue Feb 18 05:28:48 UTC 2014 <herbijudlestoids> those are pretty safe assumptions.
Tue Feb 18 05:28:43 UTC 2014 <herbijudlestoids> ok maybe i am making some assumptions, but i think those assumptions: 1. that the price of MPOE is derived from something, 2. that MPOE is an economic entity 3. that the price of MPOE is derived from that economic activity
Tue Feb 18 05:26:27 UTC 2014 <herbijudlestoids> how do i know what...that the price of MPOE is derived from economic activities?
Tue Feb 18 05:23:58 UTC 2014 <mircea_popescu> herbijudlestoids perhaps not the best expression of the concept, but anyway.
Tue Feb 18 05:23:58 UTC 2014 <herbijudlestoids> ps: we arent arguing, i am questioning, to understand
Tue Feb 18 05:23:36 UTC 2014 <herbijudlestoids> cos you said some bullshit about my focus on growth coming from fiat and that i should focus on the rate of conservation
Tue Feb 18 05:22:27 UTC 2014 <herbijudlestoids> mircea_popescu: showing what the market is implying the EPS growth rate will be on an infinite horizon...
Tue Feb 18 05:21:23 UTC 2014 <mircea_popescu> herbijudlestoids sowhat were you doing ?
Tue Feb 18 05:20:31 UTC 2014 <herbijudlestoids> without me knowing?
Tue Feb 18 05:20:27 UTC 2014 <herbijudlestoids> did anyone catch me valuating?
Tue Feb 18 05:20:22 UTC 2014 <herbijudlestoids> ....
Tue Feb 18 05:19:40 UTC 2014 <herbijudlestoids> i have some experience with the same concept re gold
Tue Feb 18 05:19:21 UTC 2014 <herbijudlestoids> ok, i dont disagree with any of those statements