Matches for herbi*, 4182 total results Sorted by newest | relevance
Tue Feb 18 04:40:26 UTC 2014 <herbijudlestoids> mike_c: im not saying too high lol, im saying *this is what the market is implying EPS growth will be*
Tue Feb 18 04:39:57 UTC 2014 <herbijudlestoids> is it really so hard to understand?
Tue Feb 18 04:38:53 UTC 2014 <herbijudlestoids> "This premium over normal fair values (compare to our earlier SPY example) assigned by the market under assumptions that EPS growth will be very large. Investors who pay the premium today will be rewarded with reasonable returns only if the actual future EPS growth averages at or above this level for a significant period of time. Otherwise the investment can reasonably be expected to provide a poor long term retur
Tue Feb 18 04:38:51 UTC 2014 <herbijudlestoids> rest of the paragraph
Tue Feb 18 04:38:40 UTC 2014 <herbijudlestoids> ...
Tue Feb 18 04:35:53 UTC 2014 <herbijudlestoids> if you can somehow prove the price is (or isnt) locally efficient, then we can talk about how informative the price is
Tue Feb 18 04:34:41 UTC 2014 <herbijudlestoids> theres nowhere that says its overvalued. the point is, you get paid a decent long term return if the implied EPS is <= actual future EPS. if its > then you dont.
Tue Feb 18 04:32:57 UTC 2014 <herbijudlestoids> i said, if we assume, for the sake of an experiment, that the market has priced efficiently, then this is what its implying as EPS growth
Tue Feb 18 04:32:41 UTC 2014 <herbijudlestoids> dude.
Tue Feb 18 04:32:04 UTC 2014 <herbijudlestoids> mike_c: if what you quoted is what you took away from the blog post, i guess i must suck at communicating.
Tue Feb 18 04:31:37 UTC 2014 <herbijudlestoids> guise, i setup a page to grep the log.bitcoin-assets for mentions of my name
Tue Feb 18 04:18:27 UTC 2014 <mike_c> ;;later tell herbijudlestoids it would be interesting to analyze s.mpoe price based on 2012 earnings and then see how that analysis would have performed over 2013.
Tue Feb 18 02:55:53 UTC 2014 <pankkake> herbiju*: I'll provite leet hosting for a 5% cut of the prize
Tue Feb 18 02:53:12 UTC 2014 <mircea_popescu> herbijudlestoids> hullo guys, i wrote a new blog...because i was reading teh log.bitcoin-assets and saw i could earn teh nobel -assets price <<< lawl
Tue Feb 18 01:55:55 UTC 2014 <herbijudlestoids> feedback appreciated
Tue Feb 18 01:55:50 UTC 2014 <herbijudlestoids> enjoy :)
Tue Feb 18 01:53:55 UTC 2014 <benkay> what ams even blog, herbijudlestoids?
Tue Feb 18 01:53:44 UTC 2014 <herbijudlestoids> hullo guys, i wrote a new blog...because i was reading teh log.bitcoin-assets and saw i could earn teh nobel -assets price
Mon Feb 17 20:50:13 UTC 2014 <mircea_popescu> cads herbi and whoever else this goes for you too, even if you're poor.