The thing about Skaffold is that Roger himself will ignore certain valuations when he sees a different outlook in an industry. Given his public comments you would say he holds zero mining service companies yet skaffold has has a $12 rating? Roger is a smart guy and fair enough to reject a valuation but my argument to him one day was what is the value in a software product that you promote (and may have financial interest in) yet are openly admitting may have valuations 2.5 times or more overpriced?
It throws every other valuation into doubt. I have not used it, can anyone tell me does skaffold come with warnings that valuations should only be relied upon if you believe the macro conditions will not change? and its head promoter admits some valuations valuations are 2.5 times overstated on occasion?
Roger will argue it is about the outlook but to be $10 2 years out out and as far as the product shows would also suggest he and others should should be buying.
What do others think?
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