ari5000

Apple Overvalued? Here's What Else You Can Get for the Price

bottom line is -- there are dozens of better, faster growing smaller companies out there that are much better values.

I wouldn't buy AAPL or any of the other big caps listed. People own AAPL because it's understandable and 'safe' compared to many fast growing Chinese companies people are afraid to study or understand. It's a very inefficient market. I know Lonely is short AMZN because it's overvalued... but I think that's also a bad investment. Much easier, simpler ways to make 50% a year than shorting a Street favorite.

Analyzing the Oracle: Berkshire Hathaway Holdings and Analysis

that last one GCI -- is interesting...

anyone know Buffet's cost avg. for GCI?

Barron's Banks on $100 Oil

"Demand destruction" -- people act like this is a given. Everyone can go to a restaurant now and see the empty tables. Or the empty malls. Easy to find cheaper sources of food. Easy to wear old clothes.

I was just visiting New York for a week. Traffic was insane at almost every time of day except 10:30 at night and there were still plenty of cars driving around.

Sorry, but there's no good substitute for the car. Not yet. Not enough to make an impact when the global population is growing fast and sucking up all the extra oil anyway. This world is far too entrenched in oil to impact the reality of Peak Oil. Sure it could go to 100 --- now what do you think traders will do if it dropped that low?

I'd hoard all I could via futures before it went back up to 200/barrel. And so would any other rational investor. Thus -- the chances of a dip of that magnitude occurring, I think, is small.