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Intangible Valuation
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I hold a B.S. in Accounting. This account has been retired, please follow my new account Time & Model. "[T]he function of the margin-of-safety is, in essence, that of rendering unnecessary an accurate estimate of the future. If the margin is a large one, then it is enough to assume that... More

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  • $FB's successful monetization is a real lesson about scale. On track to make $3 billion+ in NI -- or around $2.30 per MAU.
    Jul 25, 2014
  • Just looked at $PLUG again for the first time in a year or so. Those speculators are crazy. 34x sales.
    Jul 22, 2014
  • Kobe:
    Jul 22, 2014
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