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Tale of Two Tapes: Recovery Data v Bubble Forecasts

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FAANG Still Leading

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Price Outweighs Performance

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If It Goes Up, Valuation Goes Out The Window

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FANG vs The Market

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Comcast’s New Moto: ” We’re Incompetent, We Know It, So Fuck You”

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Book Value Growth & Share Price Growth: The Correlation

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Who Would Buy Netflix??

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Netflix, Green Mountain…….Is Salesforce.com Next?

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Yup, PE Does Matter….

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Why Are People Buying Toyota Shares????

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ValuePlays TV 5/3/2011