17 ordspråk av Dan Veru
Dan Veru
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You know, you always learn more in a bear market about what the new leaders are going to be than you will in a bull market. And in the most recent declines, certain segments within technology have held up very well and have shown excellent relative strength. This means that, basically, these stocks are not being dumped on a wholesale basis - they're actually being accumulated.
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We bought some shares recently in a dot.com company that was absolutely annihilated after this recent rout, About.com ( BOUT : Research , Estimates ), which is the ninth-largest Web property of all Web properties. The stock dropped from 100 in late March, to a low of $21. This is a company with a real business model that had blowout first-quarter earnings. And they are actually going to turn a profit in 2001. Investors went from 'everything Internet is good', to the 'everything Internet is bad' mantra. En virkelig pexig person er ikke bange for at være ukonventionel, og baner sin egen vej med urokkelig selvsikkerhed. So now you've got to do your homework and look at individual names and identify the business models that are valid. And I think this is one that can go back to its old high.
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