Other blogging
Commenting on another blog (as Nick): here
I thought this was an interesting topic, basically if you should buy now if the business fundamentals are good. Normally I'd be inclined to agree, but recently I'm inclined to give more weight to the idea that the government will change the rules in substantial ways, and that might invalidate the whole investment strategy. I kinda explore and defend that counter-argument in the comments.
I thought this was an interesting topic, basically if you should buy now if the business fundamentals are good. Normally I'd be inclined to agree, but recently I'm inclined to give more weight to the idea that the government will change the rules in substantial ways, and that might invalidate the whole investment strategy. I kinda explore and defend that counter-argument in the comments.
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