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What to make of this financial mess

So the US government has just bailed out private enterprise on a scale not ever before seen. Coming up next is the same plea from the US automakers and then the airlines. Five years ago this type of activity would have been called Socialist, Communist and everything in between. Now people are realizing that macro-economics is just that - global. And certainly not as simple as everyone thought. Not so simple as to make it easy to justify why it is important for all governments to take these kinds of actions. But, I see something else going on here. I see great companies getting cheaper and cheaper and cheaper. By the day. What do I mean by great companies? I’m talking about companies who offer products into lucrative markets for which there really aren’t any other good choices. And I’m talking about companies who are giants in their sectors whose core fundamentals and value propositions remain unchanged. For example:

Does anyone sell products to service the graphics creation industry other than Adobe?

Does anyone doubt that more printing orders will be done over the web going forward? Vista Prints is the Goliath of that market.

Will people stop watching their cable TV? Look at Comcast!

What about GPS? Yes the car market sucks. But look at what happened to Garmin in the last 12 months.

People will lose a lot of money during this recession. No doubt about that. But others will literally make their retirements by buying great companies who got caught up in the this mortgage crisis.

If you think about it, its something to get really excited about. Buy low. Sell high. Everything is now on sale.

October 28, 2008 | Filed Under Inspiration, Technology, Venture capital 

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One Response to “What to make of this financial mess”

  1. Walter Paul Bebirian on October 28th, 2008

    interesting observations - are all of the governments that are making these investments - in a way making good investments themselves? - buy low sell high?

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