Remember that 'short google' thread...

D

DeadCat

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I tell you what, that's some margin call he must be making on his short-google call...

http://www.analystforum.com/phorums/read.php?1,109225,page=1

Valuing google on a one year PE - only on AF!
 
C'mon - we beat him up about that call around Thanksgiving last year. Since then Goog has done about the same as S&P or a little worse.

I actually have some new thoughts about GOOG since then. My g/f used google to advertise her psychology practice. After several months, neither of us can figure out what good it's done (like maybe it has worked and maybe it hasn't). I can tell you that the stupid bidding process and keyword thing is a nightmare of gamesmanship and timing. Both of us would like the whole thing to go away but she is still advertising there and has given them some real revenue.

This stock and company are deeply confusing to me. No position and I won't ever have a position in it.
 
GOOG -- YHOO
P/E -- 49.39 -- 53.69
P/B -- 8.9 -- 4.17
P/S -- 13.36 -- 5.82
P/CF -- 40.35 -- 26.63

Given that I think YHOO is not as strong of a company as GOOG, and additionally YHOO does not seem to have the same growth prospects as they've already expanded into all manner of peripherals that GOOG hasn't touched yet, it doesn't seem like these relative valuation levels are too strange. It will be interesting to see how GOOG is able to grow their earnings once they max out advertising revenue per page view.
 
I have about as much idea when thanksgiving is/was as you do about Guy Fawkes night.

Either way, he got it very wrong.
 
never short a company who's existance has created an entry added to webster dictionary. NEVER!
 
Some random thoughts on Google (completely subjective and largely unsubstantiated):

YouTube and Gmail--So far, a home run; but barriers of entry are low

Blanketing San Fran with Wifi--waste of time; given emergence of 3g and wimax

Street view on google maps--waste of time, unless images are in HD like the ones in San Fran.

Googlefinance and googleoffice--all useless, though the spreadsheets app could gain popularity if marketed more aggressively to the younger, pre-excel generation

Googlegears--could be big, if compatible with iphone

iGoogle--questionable move. Goes against google's simplicity design and offers nothing innovative
 
google finance had potential, but they never did anything with it.

All non-US stock charts don't even adjust for stock splits so it looks like the stock fell off Mt.Everest!

Like how you can see where the DVD's are on the timeline and related news stories though. Obviously having access to BBerg I don't use GF that much, but it had potential. Dissappointing though I agree
 
The scary thing is I once trailed a 'professional' market data product (a supposed rival to reuters, etc) where some stocks weren't even adjusted for stock splits!!!

I should have been suspicious when they sent round an uber-hot saleswoman to show me what it could do.

We ended up choosing the product where the salesman was a fat, balding old man. I'm sure there's a lesson in there somewhere...
 
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