5 ms·
So far, I don't think he's right on all 3
by vasilipupkin 10y ago
So far, I don't think he's right on all 3
- khuknows 10y agoI think it's too early to tell. There only needs to be one winner in each bet for them all to win & it still seems possible to me. Hard to tell until a couple of years from now though.
- raldi 10y agoThis would be a much more useful comment if you explained why.
- vasilipupkin 10y agoIf you take the one year out results, and using those growth rates project out to end of bet period, he would not be right on all 3. But it's only been one year and tech doesn't grow linearly. That's why I said so far.
- raldi 10y agoAnother comment in this thread claims to have done the same analysis and come to the opposite conclusion. But neither of you shared your math. Could you show the analysis that led to your conclusion, so we can compare it to the other one?
- vasilipupkin 10y agohttp://www.wsj.com/articles/t-rowe-price-marks-down-most-of-its-tech-startups-1460759094 http://www.wsj.com/articles/t-rowe-price-marks-down-most-of-...