New from The LT3000 Blog: Dynamic vs. static analysis, and what the US shale and technology sectors have in common Cheers, Lyall https://lt3000.blogspot.com/2020/02/dynamic-vs-static-analysis-and-what-us.html …
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And im not talking about companies like Google, which is a fabulous company. Its profits likely fall when the tech downturn happens as online ad spend significant declines, but they will continue to make a tonne of money in absolute terms.
Jamie, you are not correct. It depends on market dynamics. For example, social media is winner take all. It’s 2005, orkut, froendster, MySpace, and Facebook all spend to get users. Instead of all having permanently bad returns, 3 die and 1 gets amazing economics.
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Shale and wayfair etc are different. Secondly, if your growth strategy is contrarian it can work, even if it wouldn’t if everyone used it.
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That’s exactly what I said.
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