long term

'Good As Goldman' Not So Good

...there isnt much insight in that article as it relates to what the stock might actually be worth on a fundamental basis, just some basic math on how far the stock has to fall to catch the others, which isnt really that helpful for any purpose, actually. you are right though, that people look at the same set of facts and make their own conclusions,and that no one is perfect in this regard. many people however dont actually do the work and look at facts.


On Nov 10 09:14 PM investor88 wrote:

> Bespoke has written a useful article and recapitulate useful FACTS.
> We can learn from the facts, never mind opinions and interpretations.
> Everyone is entitled to his analysis and conclusion whether right
> or wrong. No one is perfect.
>

'Good As Goldman' Not So Good

not a prediction-its not my business. just a perspective after doing a bit of work on the topic...

On Nov 10 09:08 PM junkinthesack wrote:

> we know to filter goldman predictions

'Good As Goldman' Not So Good

not a prediction-its not my business. just a perspective after doing a bit of work on the topic...

On Nov 10 09:08 PM junkinthesack wrote:

> we know to filter goldman predictions

'Good As Goldman' Not So Good

not a prediction-its not my business. just a perspective after doing a bit of work on the topic...

On Nov 10 09:08 PM junkinthesack wrote:

> we know to filter goldman predictions

'Good As Goldman' Not So Good

not a prediction-its not my business. just a perspective after doing a bit of work on the topic...

On Nov 10 09:08 PM junkinthesack wrote:

> we know to filter goldman predictions

'Good As Goldman' Not So Good

not a prediction-its not my business. just a perspective after doing a bit of work on the topic...

On Nov 10 09:08 PM junkinthesack wrote:

> we know to filter goldman predictions

'Good As Goldman' Not So Good

not a prediction-its not my business. just a perspective after doing a bit of work on the topic...

On Nov 10 09:08 PM junkinthesack wrote:

> we know to filter goldman predictions

'Good As Goldman' Not So Good

not a prediction-its not my business. just a perspective after doing a bit of work on the topic...

On Nov 10 09:08 PM junkinthesack wrote:

> we know to filter goldman predictions

Goldman Sachs: Back in the Crosshairs

i suspect they will find a way to make money as a bank. even without the extensive leverage, years ago they found a way to make high teens to mid 20's% ROE. with $100 of book, maybe $97 or $98 after this quarter, take the Returns way down, they should be able to earn 10-15% ROE. Maybe not right now, but life will stabilize. so with $10 to $15 of earnings, a much less opague business model, what is that stream worth? 10x, 12x? thats much higher than where we are. whatever the multiple the stock is probably suffering excessive panic. buffet would not have made this investment without understanding the exposure in their holdings. writedowns of sound companies that are long term holdings in the Principal investment holdings are related to the declines in market prices, which are different from assets that are toxic and will never recover their value.