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מציג פוסטים מתאריך יולי, 2013

Not a death spiral, but a spiral of life

I am always amused when I find myself changing my mind over a matter. Not so long ago, I found myself biddng farewell to a stock and declaring its nearing demise and then events came along, persuading me to take a different stand. Reading another economic declaration of Blackberry's (formerly research in motion, stock symbol BBRY) death after arrival with the lovely header "Has BlackBerry Re-Entered Its Death Spiral?"  I found myself objecting. Then words formed around this objection... 
Too many investors make judgements based on one quarter. But wise investment cannot be done in such a short term perspective. The global mobile market is huge, and its potential is the real target of the largest players. How many players are too much ?

Consider that, I believe that as long as Blackberry is profitable, and has a niche in the market, death talks are baseless. And as the past year as taught us - even at a low market price (lowest closing price for BBRY was 6.41$ on 24/09/201…