Online Add Dispencer

I seriously don’t have anything to say about these guys!

I mean I would love to come up with something original, with a different point view, with a different Investment strategy but I can’t. It has all been said and done.

It’s not that I believe that these guys are perfect, no not at all, I just think I’m not in a mood to write so I’ll share links to let you guys do my job:

Google Business not as successful as it used to be:
- China: in and out, Market Share 2nd place after Baidu Inc. in the fastest growing Online Market. http://bit.ly/5YdLMr
- Recently “Leapfrogged” by facebook: http://bit.ly/cl8ZtB
- Legal issues: Antitrust investigations and personal data storage/privacy: http://bit.ly/3vOhZ
- The continuous changes in digital advertising market and the difficulties for a single company to continuously reinvent itself


The first thing I would do if I want to advise someone about investing in such a company would be to look at their financial statement and their stock performance.

For the finance geeks: enjoy yourself http://bit.ly/9mKbjm, or for those who just want to hear the success story go ahead and read their blog: http://googleblog.blogspot.com/ .

Now not to be completely on the negative side, and because _if I had the money_ I would invest it in Google. Here are my arguments:

I had my eye on the mobile business for a long time. I wasn’t interested strictly in smart phones (even though I would gladly support one brand if they give me a free one) but I believe strongly in the mobile banking as a revolutionary product for emerging markets well even though Google are not heading there (yet) but I can say I’m pretty pleased about Google finally closing the deal buying Admob http://bit.ly/bRR8Bc

R&D: well if you compare how many products Google produces per R&D $ http://bit.ly/9mKbjm and how much Microsoft gets per R&D dollar spent http://bit.ly/hf0A well u get the joke right. The company looks innovative enough to face any future market changes. At some point it is ridiculous the amount of products that these guys already have. I feel if they stop today I’ll need a year’s time to use their products that I haven’t used yet.

Google Chrome OS: and not as a single product, but rather more on the market positioning strategy. (war of the Titans) as if Microsoft did not have enough on their hand with Apple now they have to deal with Chrome OS that like most Google products promise to be very promising.

Without getting into the technicalities, if Google is addressing the software market and the mobile market and continuously innovating. I believe this answers the question that Warner Buffet always asks before any investment decision: “Only buy something that you'd be perfectly happy to hold if the market shut down for 10 years”.


I think I would go long for Google