Tuesday Links (CRM, USG)
Anti-value
- Salesforce.com (CRM) "shades of the dotcom bubble... Its shares are amazingly expensive, when weighed by traditional valuation metrics. So analysts have come up with creative ways to gauge its results."
- Case-Shiller: U.S. Home Prices Keep Weakening as Eight Cities Reach New Lows in November
- Dilbert on Marginally attractive opportunities
- Home Builders' Shares Rise, Home Building Doesn't. The rally in USG Corp (USG) shares has been simply amazing given the plunge in single family home starts.
Social Mood
- You can't fix stupid: "Americans’ optimism has surged to nearly a four-year high — jumping 14 points in the past month alone" What we are experiencing right now is an amazing peak in optimism, years after the peak in fundamentals.
- Socionomic Trendspotting for 2011
- Wasting money at Davos. The key to Davos is going with other people's money - preferably the idiot shareholders of your Fortune 500 company, or your
subjects'citizens' money.
Competition
Posts
