g*e
2 楼
便宜点就行。干活就行的。
多谢赐教。
多谢赐教。
G*t
3 楼
像什么JCP都烂了，还苍蝇一样围着飞......
【在 G*******t 的大作中提到】
: 光专利也可能值5B。近期Fairfax Financial买了不少债券，提供了不少资金，没有破
: 产的危险。
【在 G*******t 的大作中提到】
: 光专利也可能值5B。近期Fairfax Financial买了不少债券，提供了不少资金，没有破
: 产的危险。
i*e
4 楼
FYI，JCP的RE就值4b左右。
i*e
5 楼
而且是market value。去年两三个公司都给JCP的RE估过值的。
G*t
6 楼
RE即使值4B，也不定能到现有股东手中。将现有股东外婆掉，再重新来过，你能怎么样
？又不是没有先例，十多年前KMART就是这么弄的。
【在 i*******e 的大作中提到】
: FYI，JCP的RE就值4b左右。
？又不是没有先例，十多年前KMART就是这么弄的。
【在 i*******e 的大作中提到】
: FYI，JCP的RE就值4b左右。
i*e
7 楼
Market perceived wipe-out probability << Real wipe-out probability
So we enter into long position.
So we enter into long position.
i*e
8 楼
And also profit from super negative sentiment.
d*0
9 楼
那个烂的上那个 ？
p*r
10 楼
A high tech company has much more risk once its ecosystem is out of favor.
BBRY is the case. The patents it hold have time value. After certain number
of years, some of them will be expired. That's why Buffet doesn't like high
tech company.
Short term it has no bankruptcy risk, but long term it's still not good.
More likely it will be end up like Kodak, slowly dying.
【在 G*******t 的大作中提到】
: 光专利也可能值5B。近期Fairfax Financial买了不少债券，提供了不少资金，没有破
: 产的危险。
i*e
11 楼
大牛说的好。
number
high
【在 p*********r 的大作中提到】
:
: A high tech company has much more risk once its ecosystem is out of favor.
: BBRY is the case. The patents it hold have time value. After certain number
: of years, some of them will be expired. That's why Buffet doesn't like high
: tech company.
: Short term it has no bankruptcy risk, but long term it's still not good.
: More likely it will be end up like Kodak, slowly dying.
number
high
【在 p*********r 的大作中提到】
:
: A high tech company has much more risk once its ecosystem is out of favor.
: BBRY is the case. The patents it hold have time value. After certain number
: of years, some of them will be expired. That's why Buffet doesn't like high
: tech company.
: Short term it has no bankruptcy risk, but long term it's still not good.
: More likely it will be end up like Kodak, slowly dying.
G*t
12 楼
2003~2004的AAPL在$20以下的时候，大家似乎也会这么说.....
JCP的现金流咋维持呢？
number
high
【在 p*********r 的大作中提到】
:
: A high tech company has much more risk once its ecosystem is out of favor.
: BBRY is the case. The patents it hold have time value. After certain number
: of years, some of them will be expired. That's why Buffet doesn't like high
: tech company.
: Short term it has no bankruptcy risk, but long term it's still not good.
: More likely it will be end up like Kodak, slowly dying.
JCP的现金流咋维持呢？
number
high
【在 p*********r 的大作中提到】
:
: A high tech company has much more risk once its ecosystem is out of favor.
: BBRY is the case. The patents it hold have time value. After certain number
: of years, some of them will be expired. That's why Buffet doesn't like high
: tech company.
: Short term it has no bankruptcy risk, but long term it's still not good.
: More likely it will be end up like Kodak, slowly dying.
v*s
13 楼
all in BBRY
p*o
14 楼
个花入个眼，闷声大发财就好了。
【在 G*******t 的大作中提到】
: 光专利也可能值5B。近期Fairfax Financial买了不少债券，提供了不少资金，没有破
: 产的危险。
【在 G*******t 的大作中提到】
: 光专利也可能值5B。近期Fairfax Financial买了不少债券，提供了不少资金，没有破
: 产的危险。
相关阅读