The second line in my comment says... "My immediate reaction here"
Not every comment on HN needs to be an in depth analysis, especially when my comment is, exactly as I said, a gut reaction to a piece of news. Are the points I made anecdotal? Absolutely, but that doesn't make the meta-commentary any less valid.
I appreciate that, and you did identify it, but when you're talking about valuations, of course it makes the meta-commentary less valid not to mention any numbers at all! you have to talk about numbers, because otherwise what I said applies - i.e. why are they selling stock at 9 cents on the dollar in this round?
