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You aren't missing the point necessarily, though there could be things the investors see that you don't?
by joshu 14y ago
You aren't missing the point necessarily, though there could be things the investors see that you don't?
- grubwithme 14y agoActually, I assume it to be true that investors are seeing something I'm not. I consider: 1. This is a good deal (a) WYSIWYG: Public information exists that I missed/misinterpreted (b) Information Asymmetry: Investors know something we do not know yet from private conversations 2. This is a bad deal (a) WYSIWYG: It's a dog and investors screwed up (b) Information Asymmetry: Investors know something we observers do not, and either they're getting tricked into a bad deal or they're misinterpreting information. I'm interested in exploring options (a) & (b). If this deal is good, there's either secret information we're not privy to or the above analysis is seriously misinformed/lacking.
- joshu 14y agoI thought your analysis was pretty thorough. I was originally going to ask if you were an analyst somewhere. Sometimes when I see people wondering why a deal that appears to make no sense was completed, and I am an insider to the deal, there actually is material stuff that isn't public. But sometimes there isn't...