111–120 of 132 posts
This is the closest thing to investing in Renaissance Technologies. It's too bad there is not a way to get 2-3x leverage version of google. The CAGR since its IPO in 2004 is the same as Renaissance too. Rather than executing millions of trades, the profit is from millions of clicks. Like renaissance , massive statistical analysis is involved, such as tracking click patterns and optimizing the ads. There is no limit t…
This is the closest thing to investing in Renaissance Technologies. It's too bad there is not a way to get 2-3x leverage version of google. The CAGR since its IPO in 2004 is the same as Renaissance too. Rather than executing millions of trades, the profit is from millions of clicks. Like renaissance , massive statistical analysis is involved, such as tracking click patterns and optimizing the ads. There is no limit t…
FNGO & FNGU
It's mind boggling to me that Google is still losing money on GCP. It's been years. And AWS and Azure are minting money. Any reason why?
It's mind boggling to me that Google is still losing money on GCP. It's been years. And AWS and Azure are minting money. Any reason why?
Earlier quoted context omitted.
It's like they have a knob that they can turn: turning it to the left means fewer ads and a better user experience, and turning it to the right means more ads and more revenue. My own experience from Search and YouTube is that they have massively turned the knob to the right. I don't know why they are chasing revenue growth with such craze. It makes me worried that the leadership don't know what's Alphabet's next big…
I just don't see how 40% YoY growth is sustainable. Before they were doing ~25% which was already insane, but 40% will now be "expected" and anything less will be considered a failure probably. There's a limit to how much they can crank that knob...
That limit is imposed by competitors who deliver a better user experience. So far most competitors are doing a much worse job.
Microsoft should be a much bigger threat, but they seem to rely on their ability to set defaults for Windows and throw obstacles in the path of users who want to change the defaults.
That's not a better user experience, it's abuse of their dominant market position.
Earlier quoted context omitted.
It's like they have a knob that they can turn: turning it to the left means fewer ads and a better user experience, and turning it to the right means more ads and more revenue. My own experience from Search and YouTube is that they have massively turned the knob to the right. I don't know why they are chasing revenue growth with such craze. It makes me worried that the leadership don't know what's Alphabet's next big…
I just don't see how 40% YoY growth is sustainable. Before they were doing ~25% which was already insane, but 40% will now be "expected" and anything less will be considered a failure probably. There's a limit to how much they can crank that knob...
2021 was like catching lightning in a bottle[1]: because of lockdowns and WFH, 2021 was a monster of a year for online platforms at the expense of brick-and-mortar and traditional platforms. A lot of consumer and marketing dollars were redirected to online retailers/ad campaigns. All that drive-time- and ballgame placement ads went to Google/Facebook/Youtube and a thousands of other ad networks
1. Not that Google wasn't going to grow, but the ad growth was absolutely juiced. At the beginning of the pandemic, a bunch of Ads that had been filmed ended up not airing because they showed happy people outdoors, unmasked and having fun.
A 20:1 stock split as well.
This makes the stock price in line with other dow jones stocks, something that Apple did right before it was included in the Dow average. The Dow unlike other indices does not weight by market cap or anything like that it literally uses the stock prices.
It's mind boggling to me that Google is still losing money on GCP. It's been years. And AWS and Azure are minting money. Any reason why?
Azure is usually bundled with some very profitable if stagnant pieces like Windows Server or SQL Server when reported on. You never see pure Azure numbers.