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The 10 Most Recent Messages By captainccs

Take me back to where I was.
  • Date: 11/23/17 8:11 PM
  • Number: 86089
  • Recommendations: 0
Money should be able to buy anything, if it only buys matchsticks it's not money.

Money is worth whatever someone is willing to pay you for it. It has no inherent or intrinsic value, only exchange value. That value is created for
(Continued...)
  • Date: 11/23/17 7:52 PM
  • Number: 86088
  • Recommendations: 1
Good post Duma, it made me think!

1.- You can't invest in mega trends, only in companies

2.- Don't expect the new cycle to be like the old, progress happens

3.- Quite a while ago there was a thread about who the
(Continued...)
  • Date: 11/23/17 3:13 PM
  • Number: 86086
  • Recommendations: 0
In the spirit of Thanksgiving, I offer over some post-tryptophan query on the state of investment options that the NPI might consider in what is believed by some to be the top 4-5 paradigm shifting technologies in the coming
(Continued...)
  • Date: 11/23/17 3:00 PM
  • Number: 34000
  • Recommendations: 1
On the other hand, MANY other patents ARE a big deal.

bulwnkl


I never said that patents are no big deal, I said:

"If Align Technology's only moat are patents then it's not worth investing
(Continued...)
  • Date: 11/23/17 2:52 PM
  • Number: 33999
  • Recommendations: 1
There is certainly a place for Align Technology in today's modern orthodontic office, but it will never replace conventional ortho treatment for the great majority of straightening procedures. That does not mean AT will not prove to be a
(Continued...)
  • Date: 11/23/17 8:17 AM
  • Number: 33986
  • Recommendations: 1
Reminds me of the so called super stocks. See my post #29767

Andy


Yes, but not to be confused with the "Nifty Fifty." The Nifty Fifty were the super stocks of the day but they had a grave failing, everybody
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  • Date: 11/23/17 7:51 AM
  • Number: 33985
  • Recommendations: 9
Inferring that your require a moat for any investment. You own ALGN, meaning you see a moat that I've missed. I would appreciate it if you would share your thinking on another moat, Denny.

Thanks for asking. No offense but I
(Continued...)
  • Date: 11/23/17 6:15 AM
  • Number: 33983
  • Recommendations: 1
There are not 10,000 companies we can choose to invest in on US exchanges, just less than half that. And the choices are decreasing.

The first time I checked, about 20 years ago, there were 8,000. Now there are fewer with more
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  • Date: 11/23/17 6:07 AM
  • Number: 33982
  • Recommendations: 6
Interesting read:

Valuations as measured by trailing twelve month PE ratios have nearly doubled from 11.1X to 21.8X for the S&P 500 and 11.4X to 20.8X for the MSCI World Index.1

This P/E expansion means that not all the
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  • Date: 11/22/17 9:32 PM
  • Number: 33965
  • Recommendations: 3
If Align Technology's only moat are patents then it's not worth investing in.

Denny Schlesinger
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Take me back to where I was.
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