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Izbrana tema: članek Ko je pes poscal internet: zgodba o pikakomovskem balonu
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Pets.com is the go-to slur of the Dot Com era. Let's see: Pets.com
burned ~$182M total investor capital before going bust. Today, just
US online pet goods sales = ~$38B/year; ~$70B total market cap
including portions of Amazon & Walmart.
... I’m personally beginning to change my mind about the past megabubbles.
In many cases, the “optimistic” total market value predictions based on which I shorted that shit were, if anything, absurdly conservative. I was _so wrong_ about the future market size, all the time.
Now I’m thinking that the way we short sellers actually made money despite of being totally wrong about the future was by identifying founders and companies who weren’t going to win no matter what.
x.com/ptuomov/status...0413457433
... I’m personally beginning to change my mind about the past megabubbles.
In many cases, the “optimistic” total market value predictions based on which I shorted that shit were, if anything, absurdly conservative. I was _so wrong_ about the future market size, all the time.
Now I’m thinking that the way we short sellers actually made money despite of being totally wrong about the future was by identifying founders and companies who weren’t going to win no matter what.
x.com/ptuomov/status...0413457433
Strani: 1
