Read on Twitter
Value investors love $GOOG: 1) screens reasonable w/ growth; 2) moat of search w/ munger/Russo blessing 3) SOTP w/ Waymo & GCP upside
Risk: can't commercialize any new product ( @arstechnica article on Waymo, comparing $GOOG to Xerox); so stagnant moat
https://arstechnica.com/cars/2019/02/googles-waymo-risks-repeating-silicon-valleys-most-famous-blunder/?utm_source=Memberful&utm_campaign=2e7748aa2e-daily_update_2019_02_19&utm_medium=email&utm_term=0_d4c7fece27-2e7748aa2e-110991309
Risk: can't commercialize any new product ( @arstechnica article on Waymo, comparing $GOOG to Xerox); so stagnant moat
https://arstechnica.com/cars/2019/02/googles-waymo-risks-repeating-silicon-valleys-most-famous-blunder/?utm_source=Memberful&utm_campaign=2e7748aa2e-daily_update_2019_02_19&utm_medium=email&utm_term=0_d4c7fece27-2e7748aa2e-110991309
Detailed story from @NewYorker on $GOOG and its engineers' coding abilities to make everything faster
https://bit.ly/2UYgQAN
Also, a handy guide in understanding their engineer hierarchy.
https://bit.ly/2UYgQAN
Also, a handy guide in understanding their engineer hierarchy.
Disgruntled $GOOG employees, due to mismatch of mission/culture & corp routines
1. Corp Mission to make info accessible; but no transparency internally
2. "Don't be evil" was rallying cry to a) attract talent; b) market firm
What's the new North star now?
http://fortune.com/longform/inside-googles-civil-war/
1. Corp Mission to make info accessible; but no transparency internally
2. "Don't be evil" was rallying cry to a) attract talent; b) market firm
What's the new North star now?
http://fortune.com/longform/inside-googles-civil-war/
Nice thread on $GOOG M&A 'slugging' %
Other point is these deals prevented 1) key tech / assets from falling into competitors' hands; 2) new entrants https://twitter.com/FatTailCapital/status/1247712972224544768?s=20
Other point is these deals prevented 1) key tech / assets from falling into competitors' hands; 2) new entrants https://twitter.com/FatTailCapital/status/1247712972224544768?s=20
