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The Problem With Drugstore.com

About one year ago, I decided to retire at age 39, and focus my energies on investing in the internet space. As a rule, I had made the commitment to avoid public equity investments in internet stocks, since none of these stocks have any fundamentals to support their valuations. Instead, I am now focusing on internet startup investments, where valuations are more reasonable, and downside risks are minimized. During my analysis of the internet as a whole, I’ve found that one company represents everything that’s wrong with the internet – Drugstore.com (DSCM). Read More

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