Monday, November 26, 2007

Multiple expansion for high fliers

The credit contagion is bringing rates down, which is bringing up the multiples that funds will pay on AAPL, RIMM, BIDU, ISRG, GRMN and MA. They need growth, and they will pay for it. Especially since it's Other People's Money!


Anonymous said...

High flyers are great put targets. Bring em on!

Palmoni said...

Your puts became cheaper

Anonymous said...

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