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Did I miss HP turning around and becoming an awesome company again? Has Apple been doing as well as it did under Jobs? Do you think it still will be in 5 years?



Did I miss HP turning around and becoming an awesome company again?

Apparently. Have you checked the stock market lately?


Yeah, we're in the middle of a massive bull run which has swelled every company in my portfolio like a balloon. And the correlation between stock price and awesome company in the short run is really really tenuous. Many of the less savory leaders out there have a penchant for making short term profits look awesome by killing off investment in long term prospects, and the market eats it up.




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