Ａ ＧＩＲＬ Ａ ＧＩＲＬ。
元はといえば、↓のような記事を頻繁に目にしてたというのもあるんだけど、
日本ではあまりないことですね。長い目で見たら、どっちが正しいのか？
Overheated on Overstock
Overheated on Overstock: An item earlier this week compared the way analysts value and support Overstock (OSTK: news, chart, profile) today with the way they were hyping companies like the Internet Capital Group (ICGE: news, chart, profile) during the market's bubble. I said that Internet Capital Group, $90 at the time, is now $9. A number of readers alerted me that if you adjust the price for a 1-for-20 stock split earlier this year, the real comparison would show the stock dropping to $9 from $1,563 on April 3, 2000 and $3,400 in December 1999. Now that's perspective.
ここまで叩く理由も？？だけど
Over-the-top on Overstock.com
Over-the-top on Overstock.com: An analyst from Lehman Brothers, which was the lead investment banker on Overstock's (OSTK: news, chart, profile) recent stock offering, initiated coverage on the retailer with a target price of $90. But reading the report is yet another throwback to 1999. The analyst explains there's really no good way to value the company other than using the discounted cash flow method, which uses projections of revenue and EBITDA growth out to 2009. (As if that's really possible, but I digress...)
If you didn't know better you'd think you were reading a report by Goldman Sachs from April 2000 on the brilliant potential B2B e-Commerce star Internet Capital Group, then $90 a share -- now $9 a share.
２０００年の頃のＩＴバブル銘柄と思いっきり比較されてる・・・
Did Overstock's CEO cross the line?
"The elephant in the room during our conference calls and other meetings is the fact that out there are a bunch of short sellers and their sycophants who bad-mouth every thing I do or say. Eventually the nasty things they write make their way to my desk. It is OK with me. I practice Buddhist non-attachment on such matters. I 'walk past the barking dog.'"
確かにこの社長のアナリストへの暴言はドキュンすぎる。オモロイけど・・・
しかしここまで執拗にこの銘柄を叩き続けるのも凄いな～。
日本だったらさしずめライブドアあたりが格好の標的となりそうです。
というわけで買いを入れるのを控えていたらバクバク上がっていってしまった。
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