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Reckless musings, Re: Thanks Dig

By: DigSpace in ALEA | Recommend this post (0)
Wed, 11 Apr 12 6:00 PM | 88 view(s)
Boardmark this board | The Trust Matrix 		Msg. 07273 of 54959
(This msg. is a reply to 07269 by mjan112)
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Most of the best opportunities stay private until they perceive a magic moment. I mean FB is huge, but by the time it goes public it will be what, 100bn? Goog? I used to focus my efforts on biotech and odd consumer plays. The odd consumer play is what brought me to the PeterMeter. I frequently find companies that I am very interested in, they have uniformly been private companies in the end. Some I follow to see if they will go public at a reasonable price. I like the transformative things if they can be found ... but the likes of GOOG and FB are found before they are public. Designer coffee (Starbucks) was pretty good but i was a tad late in and a tad early out, same goes for early cellular. A friend stayed with ORCL doggedly through some pretty tough times, I didn't get it with them. In round one of the major tech boom companies went public at much more modest valuations. With MSFT I made money, but sold much much much too early. One is shackeled by what they are familiar with and what they can get their head around. Most good investments I find are already big. I wish I knew more about solar or knew a good photovolatic engineer or two. Solar enjoyed massive investment, massive overcapacity, is getting hammered, but will rise from the ashes. When? Who? Some thing goes for water. Water is largely owned by the big three, it will be a dividend thing, but one that could be rather surprising for those looking 10-20 years out. I would expect there may come some great companies in membrane technology (filtration, purification, separation, detoxification) but the bigs are always prowling those waters. Some great leap will happen in that area, right now the planet is racing to mix everything together into one big mixture, and all the entropy rules currently dictate resources (the soup where all things are heading) are increasingly expensive to extract. Some genius is going to hit on something, or some company has the best in place now and will rule it. Nanocomposites, the whole material science thing, separation technologies, alkanization, voltaics, biotech, and water. These will all grow massively, finding public opportunities is hard, and generally we are talking things that may 10-bag on their way to getting bought by the biggies. But hey, I keep my eyes open.

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The above is a reply to the following message:
Thanks Dig
By: mjan112 in ALEA
Wed, 11 Apr 12 5:26 PM 		Msg. 07269 of 54959

I appreciate your response.

I like this technology but cannot swallow the entitlement for the execs.

Not long ago I left the company where I was employed because I thought it wasn't enough of a meritocracy and have since started my own company. I like the idea of risk being directly linked to reward. As I get older the idea of someone else profiting off of my risk starts to hurt more and more.

One thing that I have wondered for a while is why the collected group of posters, or at least the obviously very bright ones, don't find another investment opportunity and discuss it, analyze it, and move into it. I would love to participate in that. I cannot believe that there is no other opportunity that can simultaneously capture the interest, intrigue and hopefulness that Wave has seemed to manifest in this group.

Faul, I like reading your stuff don't stop posting. Your links keep me thinking regarding the connection between risk and reward.

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