I was just going to say this haha.
"Experienced venture capitalists are happy to take the risk on hypothetical products for early-stage startups, but the stock market hasn’t figured out how to 'price in' products that are yet to be created by established public companies."https://www.bloomberg.com/opinion/articles/2020-07-16/tesla-and-apple-valuations-could-help-covid-19-economic-recovery?srnd=opinion&sref=UK7jmoW6 …
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I think there is a conflict between two schools of thought - one that says the company is to be valued to the degree of its demonstrated earning potential, while the other potential earning potential. In a fast-moving, disruptive world the second one wins.
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once you’ve proven the ability to pull the rabbitt out of the hat once the market tends to give you the value of future rabbits - regardless of if they’re in the hat or not. I am thinking AMZN as an example.
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The market did a pretty good job 'pricing in' amazon and tesla the last few years.
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I’ve experienced large existing companies invest in disruptive innovation “privately” (by setting up the equivalent of a startup wothin the firm but w/o legacy constraints.) Presumably this is a defensive tactic as well (survive by destroying the older model yourself...
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...so preventing another doing that.) It’s tough to see inside of that effort - certainly it would get diluted into other corp results anyway - and I would suspect early success would not be touted; in fact touting such disruptive success would signal trouble with the main ...
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There is always scope of constructive criticism. And TBH there some crazy valuations going on across the globe.
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yes public companies never create new products, hedge fund analysts the world over are all having seizures behind their Bloomberg terminalsThanks. Twitter will use this to make your timeline better. UndoUndo
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