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Bubble Math and How to Avoid It Next Time

 

Mistakes were made. Now, let's just try not to repeat them.

Eating Humble Tech Pie
Your Portfolio in the Balance: How to Wean Yourself Off Tech
Bubble Math and How to Avoid It Next Time
Lessons From the Folly: Opening the March 10, 2000, Time Capsule
Riding the Rambus Still Too Dear for Some
Learning How to Bottom-Fish, Part 1: Cash Flow
Learning How to Bottom-Fish, Part 2: Buying on the Cheap
A Year Later, Bankers Find the Well Is Dry
Poorer but No Wiser, Investors Remain Captivated by Tech
On the Level: When It Comes to Tech, Think Like the Big Boys and Beware
On the way to Nasdaq 5000 and beyond, a lot of people made a lot of errors as they tried to figure out what stocks were worth. Sell-side analysts sellside, investors and, yes, even reporters goofed up with optimistic assumptions, dubious yardsticks and shaky comparisons. In 20/20 hindsight, the methods people employed to price tech stocks were rationalizations at best and ridiculous at worst. But kicking the nasty habit will be hard.

In other words, investors who forget the past are condemned to repeat it. But those who remember may repeat it anyway. ...

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