Are you still on the sidelines?I agree in the quick rebound....

Are you still on the sidelines?

I agree in the quick rebound. Very irrational selling at first (although warranted and needed in some stocks) and now just as is the other way.

I disagree with your thoughts on BNB ("What BNB do can easily be replicated by other competitors. Sure, they invest in growth companies, but do so with debt which I think the investment community needs to monitor more closely, but will fail to do so")... but that is what a thread is all about.
Replication can only be mirrored via the rear view mirror. These guys have their own strategy and their own ways.
The use of debt would be clear to any who takes a position in BNB and who understands the operations. They know how to use it well and can recycle assests better than any other in the business.


I enjoy your posts and comments, regardless of some disagreements.