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- Aug 7, 2007
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The author does not provide "how to" tips for predicting the second bounce. According to him the key is to put lots of efforts into knowing and understanding your market. You have to be able to distinguish between the long term trend and the (shorter term) cycles in your market and to predict changes in the trend or cycle. The second bounce usually follows a change in the trend or the cycle.
He gives some examples of where Apax (through one of their holdings) took advantage of a second bounce, but he also indicates that Apax missed a second bounce in their own industry (the private equity industry) by not getting into hedge funds.
Good point, Kurt. There will be a second bounce of the RE bubble ball. It might be an idea to start doing some structured scenario thinking in trying to figure out what kind of opportunity that could create.
He gives some examples of where Apax (through one of their holdings) took advantage of a second bounce, but he also indicates that Apax missed a second bounce in their own industry (the private equity industry) by not getting into hedge funds.
Good point, Kurt. There will be a second bounce of the RE bubble ball. It might be an idea to start doing some structured scenario thinking in trying to figure out what kind of opportunity that could create.
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