Hi Robbo great to hear from you again
Announcements in my view are just the next step in the ITE story maybe you have a different view than me and thats great always love to hear your views gets me thinking.
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..... (To me George . Soros Inflection Hypothesis Theory-- based on his hedge Fund Open Society Open Loop Thinking strategies--cobined of course with my fave classic text: Dodd & Graham's --" Security Analysis"-- does also now definitely apply; with the necessary alterations being calibrated for the phrase: "knowledge capital" ....to substitute.... for say ..... "inventory/asset value". ....
Yes indeed; this all imo .....definitely applies ....with the lovely & juicy (ITE) case study-- which is now before us -- ....And so there is a free Robbo; PUB clue ..... !! ....).
-- Although I personally; must so far note & say; that I do not yet see ....... much extra info here on HC .... being added; .... about the Discounted for Risk Probablisitic; proper calibration of this Price/Time/Value -- Curve & Vortex on this Graph...??
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In this case I have no Idea what you are talking about and do not even attempt to comment way above me and my "one dimensional" brain, although I will "google" some of the phrases and see what pops up as I am always willing to learn. Hench this is why I do value your posts. Being new to the investment game I see them as a valuable learning tool
oh and see Aim up again last nite now 6.75p
Regards
UL
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