- Nov 19, 2014
- 9,223
- 14,949
I think NFLX is in the Space fund b/c they show reruns of The Twilight Zone!.
I have nothing for or against Cathie Wood and no doubt she is very smart, but can one person know all the intracacies of these "tech" companies that don;t make any money? I am convinced that she is just as much salesperson now as she is brilliant analyst and people just follow whatever she says. I am sure she will be successful but I can't help to think there is a hint of a little Elaine Gharsarelli in her and one or two good calls (circa 1987) allows you to ride a wave for many years, even if you are wrong repeatedly.
I have nothing for or against Cathie Wood and no doubt she is very smart, but can one person know all the intracacies of these "tech" companies that don;t make any money? I am convinced that she is just as much salesperson now as she is brilliant analyst and people just follow whatever she says. I am sure she will be successful but I can't help to think there is a hint of a little Elaine Gharsarelli in her and one or two good calls (circa 1987) allows you to ride a wave for many years, even if you are wrong repeatedly.