Comments on: Rethinking my Google Buy suggestion

By: Gab Goldenberg

Gab Goldenberg — Sun, 25 Jan 2009 19:37:29 +0000

I think that they’re worth buying because, imho, Youtube will soon start raking in cash:
http://www.wolf-howl.com/google/youtube-vs-soundclic/

By: Brian

Brian — Fri, 05 Dec 2008 04:56:42 +0000

Diorex- great post, but Id love to hear what youre doing on the AM side of things during the holiday season…the heck with the market!

By: Matt L

Matt L — Fri, 05 Dec 2008 03:06:13 +0000

I’m pleased to see a little google “bashing” (who isn’t, really as was a point in your post). We mostly work in b2b sectors minus a couple retail and I’m always deluding myself saying, well, we just don’t spend enough money. If we did then we’ll get the ear of someone who can fix some of the crazier things that come down the google poopshoot.

Since we know you all spend a ton on them, I can come out of denial about G’s willingness to work with their advertisers instead of the current adversarial position. At times they remind me of this article I read in Forbes about Home Depot, where they made all their vendors have their yearly meeting in a convention center the day after either the rodeo or the circus. Point being the smell of animal dung completely demoralized them along w/ a few other things and they eventually relent to Home Depot’s demands for price cuts, better terms, etc.

By: Jardini

Jardini — Fri, 05 Dec 2008 00:35:30 +0000

I personally think there is still a lot of room for google to grow internationally. I am from Taiwan and yahoo is the dominant search engine at my country, so is Japan. My buddy from brazil also told me the same thing.

I think the dominant SE for China is Baidu and Soho. This leaves a lot of room for more searches, more growth for google imo

By: Banner Blindness

Banner Blindness — Thu, 04 Dec 2008 23:21:48 +0000

Terriffic insight. Have you ever read “Reminescences of a stock operator”. One of the best trading books I have ever read. You are on point with your characterization of google. Still an incredibly sick company. At $150 a share I would buy in, and start dollar cost averaging there.

By: uW

uW — Thu, 04 Dec 2008 18:21:49 +0000

Real big money cant be made from google stock any more if you ask me, its a behemoth compared to smaller dynamic companies, a time ago it would have been a good return - Hope you didn’t loose too much, and your right - winners no when to quit.

By: anon

anon — Thu, 04 Dec 2008 16:19:03 +0000

The 2 best days of my marketing career…

1. The day I started advertising on google.
2. The day I stopped advertising on google.

“This has drained the ROI from advertisers and made search yet another advertising tool rather than “The Tool”

I could see going back to using google again but only if they quit price fixing(quality score?). I do not understand why they havn’t been sued for this. I understand class actions are a huge waste of time due to the fact the only people who make money are the lawyers. As phrase Ice Cube made popular ‘fuck the (internet) police’

By: Ben Waugh

Ben Waugh — Thu, 04 Dec 2008 16:00:14 +0000

Just wanted to say HI. I found your blog a few days ago on Technorati and have been reading it over the past few days.

By: nickycakes

nickycakes — Thu, 04 Dec 2008 15:57:08 +0000

trying to guess which stocks will do well in the short term is impossible in a free market. transaction fees and gains taxes make it even less worth it. if you want to invest in stocks, drop your cash in index funds and let it ride for a long ass time. otherwise you’re better off going to vegas and playing blackjack.