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!
at

3 comments:

  1. AnonymousNovember 26, 2007 at 8:52 PM

    High flyers are great put targets. Bring em on!

    ReplyDelete
  2. PalmoniNovember 27, 2007 at 10:06 PM

    Your puts became cheaper

    ReplyDelete
  3. AnonymousFebruary 11, 2010 at 3:38 PM

    Nice article you got here. I'd like to read more about this theme. Thanks for sharing that data.

    ReplyDelete