Tag google

YouTube is Worth $500 Billion

Google is valued at $1.6 trillion dollars in market capitalization. YouTube accounts for at least a third of that. I’ve certainly been a YouTube bull since day 1. Back in 2006, right before Google plunked down $1.65 billion for the… Continue Reading →

Irrational Exuberance or a Market That Makes Sense?

The Biggest Variable Affecting Growth Stock Prices in Year(s) to Come is whether or not we will experience multiple compression. Earlier this week, I came across this graph of Yahoo’s revenues and experienced a bit of PTSD. Once upon a… Continue Reading →

Breaking Down Each Video Platforms’ 2020 & What to Expect in 2021

Covid will do to TV/digital video revenues what the great recession did to newspaper/digital media: accelerate the shift. With Google and Snap reporting results, here’s a breakdown and summary of each major video platform: Google YouTube In 2020, for the… Continue Reading →

My Anti Stock Portfolio

As I get back into investing, I am inspired by VC firm’s Anti-Portfolio and sharing five companies I loved but whose stocks I never bought. You can jump to my current portfolio, but this article goes beyond “would’ve, could’ve, should’ve”… Continue Reading →

Of Platforms and Publishers

To avoid accusations of bias and censorship, platforms are trying to find middle ground with regards to freedom of expression and discouraging harmful content. The latest decision to make certain videos available on platforms but not promoted is a reasonable… Continue Reading →

Where Apple Can Hurt Google in Search Battle

The Financial Times reported that Apple is developing an alternative to Google search. If you recall, Google was the 13th search engine, following in the footsteps of many Directories (Yahoo!, Looksmart), Search (AltaVista) and Meta search engines (Dogpile, Metacrawler, Mamma)…. Continue Reading →

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