Matches for herbi*, 4182 total results Sorted by newest | relevance
Tue Feb 18 05:18:36 UTC 2014 <herbijudlestoids> you said focus on rate of conservation
Tue Feb 18 05:18:29 UTC 2014 <herbijudlestoids> pls stick to the angle
Tue Feb 18 05:17:21 UTC 2014 <herbijudlestoids> mike_c: nope
Tue Feb 18 05:17:10 UTC 2014 <herbijudlestoids> if yall were trying to explain something...or make me see some kind of light, im not seeing it
Tue Feb 18 05:16:01 UTC 2014 <mike_c> herbi, have you done a dcf on mpoe?
Tue Feb 18 05:15:06 UTC 2014 <herbijudlestoids> mircea_popescu: i am totally fine with valuing MPOE on a book value basis. so what is the current P/B multiple?
Tue Feb 18 05:14:35 UTC 2014 <herbijudlestoids> mircea_popescu: i said *asset*. any of them, it doesnt matter.
Tue Feb 18 05:14:23 UTC 2014 <herbijudlestoids> mike_c: i thought the article ...i just wrote...makes it pretty clear? if youre buying one asset based on the 6 month historicals, then the future has to play out in a certain way for your investment to not underperform.
Tue Feb 18 05:14:23 UTC 2014 <herbijudlestoids> compared to just holding BTC and taking no loss!
Tue Feb 18 05:14:23 UTC 2014 <herbijudlestoids> mike_c: hold BTC, return 0%, hold overvalued asset for 10Y, sell asset, return -10%
Tue Feb 18 05:14:23 UTC 2014 <herbijudlestoids> hold undeprriced asset for 10Y, sell asset, return +10%
Tue Feb 18 05:14:22 UTC 2014 <herbijudlestoids> uh...so youre talking about two securities, both with the same known future rate of return?
Tue Feb 18 05:14:22 UTC 2014 <herbijudlestoids> sure, if so, i would value them identically
Tue Feb 18 05:14:22 UTC 2014 <herbijudlestoids> if you know the future rate of return will be the same then yes
Tue Feb 18 05:14:22 UTC 2014 <herbijudlestoids> ok my conn just lagged out sorry reading up those lines
Tue Feb 18 05:14:22 UTC 2014 <herbijudlestoids> mike_c: no i wouldnt value shit based on historical data alone?
Tue Feb 18 05:14:21 UTC 2014 <herbijudlestoids> 7C?
Tue Feb 18 05:14:20 UTC 2014 <herbijudlestoids> so, S.MPOE priced at 100BTC per share is just as good an investment as S.MPOE at 0.0000001 per share then
Tue Feb 18 05:14:20 UTC 2014 <herbijudlestoids> is that what youre claiming?
Tue Feb 18 05:14:20 UTC 2014 <herbijudlestoids> i must be a complete moron