Tag Archives: Invert; always invert

Jason Zweig’s New Column on Facebook’s Valuation

Posted on February 4, 2012 by Ray Galkowski, CFA

The WSJ published today another excellent Intelligent Investor column by Jason Zweig. Today’s piece was on the lure of high-growth, publicly-traded companies (“Glamour Stocks” as Lakonishok, et al. described them) and the probable investor disappointment with Glamour Stocks’ returns. Today’s … Continue reading →

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Invert, Always Invert

Posted on January 9, 2011 by Ray Galkowski, CFA

Update 6/26/2020: Welcome to the readers of Ozan Varol’s book, Think Like a Rocket Scientist. I don’t know Ozal, but he referenced a blogpost of mine from 2011 in his footnotes for chapter 5 (footnote 47). Thank you Ozal. https://www.amazon.com/gp/product/1541762592/ref=ox_sc_act_title_1?smid=ATVPDKIKX0DER&psc=1 … Continue reading →

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High-Priced Businesses: Jason Zweig on Facebook and the PM’s List of High-Priced Companies

Posted on January 8, 2011 by Ray Galkowski, CFA

Jason Zweig’s column in today’s Wall Street Journal is titled “Why the Fuss over Facebook Doesn’t Make It a Homerun” and it provides fodder for two posts on this blog today. This first post shows that market buzz, such as … Continue reading →

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