Skip to main content
Message Font: Serif | Sans-Serif
No. of Recommendations: 0

Thanks. I'm pretty mixed on shorting brand names in CAPS, as it is very hard to do successfully (duh!). This is obviously a great learning experience, as we have to do some more DD here to be right, as we are walking these roads alone in many cases as you say.

I try to pick brand names with narrow moats like CTRP,TZOO and REDF or stocks that have recently disappointed like RHAT and OSTK as they are often good candidates for further disappointment. Furthermore, once the shine is off the stock, it tends to drift down to a more sane valuation as the mo-mo players/GOOGly eyed bulls's thesis is destroyed.

Stuff like RIMM, CRM, SBUX, AAPL and the like, I just don't want to leap in front of the train, so to speak. I know they are overvalued, but not quite at insane valuations, and the bull thesis business wise is relatively intact.

It's a difficult tightrope.

Print the post  


When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.