Been taking a heavy beating in Nintendo the past 2 months after 2 good months before that. I figure the market cap is pretty close now to the amount of cash/assets Nintendo has in reserves, with zero debt, so there shouldn't be much downside left, so I'll stay in.
I bought some Facebook since it didn't pop; am comfortable with a 100B valuation. That's half of Google.......is Facebook half as important a company as Google? Sure, Google hasn't really done anything that's really caught on besides search. And it's got a 10 year head start on finding way to monetize the userbase. I agree Chipotle and Priceline are overvalued.
--
Congratulations to SuperNiceDog, Guru Winner, who was smart enough to pick
your 7 time champion, Link.