@vgr not really, I'd think. Markets quite terrible at pricing non-bootstrap-able stuff.
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Thanks. Twitter will use this to make your timeline better. UndoUndo
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@vgr My guess: less than it should be, more than some think, and very unevenly by industry (eg, lots in petrochem, little in real estate).Thanks. Twitter will use this to make your timeline better. UndoUndo
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@vgr 2008 taught us that there is no such thing as "priced into the market". Investors are mostly clueless.Thanks. Twitter will use this to make your timeline better. UndoUndo
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