goog
18
Apr
Apr
I’m not above it…
Google Beats Estimates, Stock Flies Am I allowed to say I told you so? Not so long ago I criticized analysts for not understanding Google. This is a situation where Google is not listening to the street at all when making decisions about how they tweak their platform, and it will benefit them in the [...]
28
Mar
Mar
Unrealistic Expectations
I’m watching with some bemusement this morning at all the financial news surrounding Google’s ‘deceleration’. This absolutely kills me. Here are some snippets: Mary Meeker, Morgan Stanley: Meeker writes that she still thinks Google’s fundamental business trends are intact. But she also calculates that if ComScore’s data are accurate, and assuming international paid clicks are [...]