bill9300

Maverick Capital - Portfolio Holdings

RIMM at this time is overvalued, valued at almost $80billion,
valued at 13 times annual sales- sales $6bn, growth slowing, no more 100% increases.

a p/e of over 60 , a bubble.

Was Peter Lynch Wrong? Crocs and Other Trendy Companies

Peter lynch may have had a good point, if you got in to a smaller company early. But, to invest in a overvalued large company, like RIM, and ignore fundamental valuation is a mistake. RIM has sales of $6bn and a valuation of over %65 billion, a bubble like those of 2000.