what do you guys think about google stock
- Thread starter robertaoliu
- Start date
I'm a HUGE Google bull in the long run. Wouldn't bet a cent into options in the short run though, unless I knew something that the market didn't and I was sure of it.
I think tech stock in general are overcrowded, and that's generally the point in time when you want to SELL what you own, not BUY it.
Having said that, I think Google will generate a lot more profit in - 5, 10, 15 years from now. Its biggest profit diver will be emerging market (Asia) where the web hasn't fully matured and ad prices are still low compared to North America.
Their core position in search and display is VERY strong (near monopoly) and getting stronger.
It's funny when people compare Apple to Google. Apple products are a luxury, Google products are a necessity. Google's profit is much more potent and reproducible than most of the other companies that exist today.
I think tech stock in general are overcrowded, and that's generally the point in time when you want to SELL what you own, not BUY it.
Having said that, I think Google will generate a lot more profit in - 5, 10, 15 years from now. Its biggest profit diver will be emerging market (Asia) where the web hasn't fully matured and ad prices are still low compared to North America.
Their core position in search and display is VERY strong (near monopoly) and getting stronger.
It's funny when people compare Apple to Google. Apple products are a luxury, Google products are a necessity. Google's profit is much more potent and reproducible than most of the other companies that exist today.
Larry Page is a retard. Like he is actually mentally fucking disabled imo.
Stick with safer stuff like silver eagles/maple leafs and timberland.
The stock market is basically a ponzi scheme in a lot of ways, as soon as the market starts to wake up and realize what a fuckwit larry page really is the stock will fucking tank. Ditto for donahoe and ebay.
Stick with safer stuff like silver eagles/maple leafs and timberland.
The stock market is basically a ponzi scheme in a lot of ways, as soon as the market starts to wake up and realize what a fuckwit larry page really is the stock will fucking tank. Ditto for donahoe and ebay.
He has Apsergers. They'd be better off if Eric Schmidt was still CEO. That being said, if the rumors that the Military has advanced tech are true, and they leak some of it to Google, then who knows what will happen.
Any way it's a risky bet.
p.s. Using Adwords right now and it's just about the slowest interface I've ever seen. Granted my net connection is a little slow but 99% of my browser crashes are from their platform. Think Larry gives a fuck? Me neither.
It wouldn't matter to be honest. I highly doubt the military allocates any significant portion of its R+D budget to things that google can really make use of.
How much do you think the navy or marine corps care about shit like semantic analysis?
They've been rumored to share their black budget monies with the Aerospace industry but yeah they prob don't care about what G is doing with robots and cars and stupid glasses and shit. It's kinda funny when the Google people think all their R&D is so cutting edge when it probably isn't.
probably isnt, definitely isnt.......
those glasses are basically just a smart phone. I have not seen anyone demonstrate to me what exactly it is you can do with those glasses that can't be done with a new HTC, minus having to wear stupid glasses around to do it.
those glasses are basically just a smart phone. I have not seen anyone demonstrate to me what exactly it is you can do with those glasses that can't be done with a new HTC, minus having to wear stupid glasses around to do it.
It's not just SEO that's problematic, many business owners are finding Adwords not worth it either. Found an article today about small biz owners who are shunning the platform after finding it not worth the time/money. Granted all the biz owners are female, but still I think it's worth noting.
http://boss.blogs.nytimes.com/2014/...aying-competitive/?_php=true&_type=blogs&_r=0
Lolz all the article comments are peeps trying to sell their adwords consultation services
The issue with buying in at the moment is this:
1) For the last 2-3 years, they've been able to show double-digit growth (as measured by "vs same quarter last year") in search revenue. Mostly it's been though pushing more and more ads above the fold in search results.
2) That revenue accounts for almost all the revenue at Google. Revenue from other things, like Android, is tiny in comparison.
3) They've squeezed about everything they are going to be able to squeeze using this strategy....there's only so much room above the fold. Additionally, the move of traffic from desktop to mobile reduces click percentages.
While they still had double-digit increases in the last quarter, they did...for the first time in a long time, miss the analysts expectations. That trend of slowed growth will accelerate.
Now, none of this means that aren't making a shitload of money...they are. But, the value in stocks is revenue growth. Slow revenue growth == slow share value growth. GOOG may start offering dividends, which might help you, but they haven't done that as of yet.
TL/DR: Don't buy in when a company has over-milked it's cash cow for 2+ years. The correction will follow soon after.
1) For the last 2-3 years, they've been able to show double-digit growth (as measured by "vs same quarter last year") in search revenue. Mostly it's been though pushing more and more ads above the fold in search results.
2) That revenue accounts for almost all the revenue at Google. Revenue from other things, like Android, is tiny in comparison.
3) They've squeezed about everything they are going to be able to squeeze using this strategy....there's only so much room above the fold. Additionally, the move of traffic from desktop to mobile reduces click percentages.
While they still had double-digit increases in the last quarter, they did...for the first time in a long time, miss the analysts expectations. That trend of slowed growth will accelerate.
Now, none of this means that aren't making a shitload of money...they are. But, the value in stocks is revenue growth. Slow revenue growth == slow share value growth. GOOG may start offering dividends, which might help you, but they haven't done that as of yet.
TL/DR: Don't buy in when a company has over-milked it's cash cow for 2+ years. The correction will follow soon after.
Excellent points. But perhaps the correction for google might be slower than for other overvalued companies in other industries as the typical goog investor might now know these above points.
But maybe the slow growth will be accelerated also by the big brands getting smarter and more prudent about their adwords spends and small businesses finding adwords too expensive. (This is in addition to the increased usage of smartphones)
And as a final thought - what's to stop them from doing some creative accounting to ward off bad news?
tl:dr - their revenue is def going down but they can bullshit and peeps can be fooled.
They could always allow bidding on more keywords, tweak the quality score, and stop banning people for silly reasons.
Yeah, Larry Page is a fucking idiot. All he did was found one of the most profitable companies in the world and make $20 billion. Wait, what?
As for OP, I think your timing is a little off. Plus the spreads on the Jan 16 calls are fucking atrocious...better plays out there IMO.
He doesn't have the personality to run a company that size and as an techie there's a danger of him getting overly attached to his pet projects
It would be nice though if he got back to his roots and focused on search