alpha231616967560 Posted August 16, 2012 Share Posted August 16, 2012 Charlie Rose interviewed Larry Page at the end of July: http://www.charlierose.com/view/interview/12476 Also, I didn't see anyone post this significant bit of news from May: http://www.pcworld.com/article/255886/google_chrome_overtakes_internet_explorer.html Link to comment Share on other sites More sharing options...
racemize Posted August 19, 2012 Share Posted August 19, 2012 looks like the motorola patents are being used: http://arstechnica.com/tech-policy/2012/08/motorola-brings-its-first-patent-suit-against-apple-as-a-google-subsidiary/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+arstechnica%2Findex+%28Ars+Technica+-+All+content%29 Link to comment Share on other sites More sharing options...
Guest rimm_never_sleeps Posted August 19, 2012 Share Posted August 19, 2012 google is turning the tables on apple. i doubt this suit would have been brought had apple not gone after Samsung with both barrels loaded. Link to comment Share on other sites More sharing options...
Liberty Posted September 7, 2012 Author Share Posted September 7, 2012 http://www.theatlantic.com/technology/archive/2012/09/how-google-builds-its-maps-and-what-it-means-for-the-future-of-everything/261913/ Link to comment Share on other sites More sharing options...
Guest valueInv Posted September 7, 2012 Share Posted September 7, 2012 Well, Google, there's a new sheriff in ad town: http://www.pcmag.com/article2/0,2817,2409389,00.asp Link to comment Share on other sites More sharing options...
Guest valueInv Posted September 10, 2012 Share Posted September 10, 2012 Increasingly, Amazon is gunning for Google: http://www.nytimes.com/2012/09/10/technology/google-shopping-competition-amazon-charging-retailers.html?_r=1 From what I hear, Bing is the default search engine on the new Kindles. Link to comment Share on other sites More sharing options...
Guest valueInv Posted September 14, 2012 Share Posted September 14, 2012 Loss for Motorola: http://www.engadget.com/2012/09/13/apple-wins-injunction-against-motorola-in-germany-over-rubber-b/ Link to comment Share on other sites More sharing options...
Guest valueInv Posted September 18, 2012 Share Posted September 18, 2012 We had a debate on Google being open a while back. Here's whats new: http://marketingland.com/what-is-the-one-true-android-and-how-open-is-it-21664 Link to comment Share on other sites More sharing options...
Guest valueInv Posted September 20, 2012 Share Posted September 20, 2012 Motorola just can't stop losing them: http://www.engadget.com/2012/09/20/microsoft-wins-third-injunction-motorola-software-patent/ Link to comment Share on other sites More sharing options...
Shane Posted September 20, 2012 Share Posted September 20, 2012 I think Charlie Rose did a great job in that interview, thanks for sharing Alpha23. Link to comment Share on other sites More sharing options...
Palantir Posted September 21, 2012 Share Posted September 21, 2012 What are you guys estimating the intrinsic value of Google to be? Roughly, they've got 44B in cash and expected 13B in FCF this year. Sticking a 16x multiple given high growth rates, I think it comes somewhere in the ballpark of 44+13(16) = 250B MCap or about $770/share. However, a 16x multiple could be too conservative/liberal. I got in at 575 :D Link to comment Share on other sites More sharing options...
FrankArabia Posted September 21, 2012 Share Posted September 21, 2012 i don't think standard balance sheet metrics apply in valuing GOOG. if you can't see higher cash flows from GOOG going forward, any how you slice it the stock is expensive. GOOG is my fave stock right now but the it is getting up there in valuation. Link to comment Share on other sites More sharing options...
Palantir Posted September 21, 2012 Share Posted September 21, 2012 It's true that standard B/S metrics are not as relevant as future projections of cash flow....that being said, keep in mind that Google's cash flow is pretty stable, as their product is "sticky", it's hard to switch out of and the more people use search, the better it gets due to superior data collection, so I think cash flows will be stable and not necessarily dependent on them bringing out an awesome product year after year like Apple. What's your estimate of Google's IV? Link to comment Share on other sites More sharing options...
FrankArabia Posted September 21, 2012 Share Posted September 21, 2012 ....i think GOOG has the possibility to grow its cash flow in the area of 10% on an annual basis overtime...some years it will be higher than others.... Link to comment Share on other sites More sharing options...
Palantir Posted September 25, 2012 Share Posted September 25, 2012 Yes you're right, G probably can grow greater than 10% over time....I think a MCap of 300B is reasonable... Link to comment Share on other sites More sharing options...
Guest valueInv Posted October 2, 2012 Share Posted October 2, 2012 Strange, very strange: http://www.engadget.com/2012/10/02/motorola-withdraws-recent-itc-complaint-against-apple/ They settled their German case also. Link to comment Share on other sites More sharing options...
Guest valueInv Posted October 9, 2012 Share Posted October 9, 2012 http://venturebeat.com/2012/10/08/motorola-removes-devices-germany/ Very smart acquisition, Google. Not only is it not defending Android, Google is now on the hook for Motorola's patent losses. Link to comment Share on other sites More sharing options...
Liberty Posted October 12, 2012 Author Share Posted October 12, 2012 http://online.wsj.com/article/SB10000872396390443493304578034822744854696.html Link to comment Share on other sites More sharing options...
Guest valueInv Posted October 12, 2012 Share Posted October 12, 2012 Looks like Google will be adding to its legal team soon: http://www.reuters.com/article/2012/10/12/us-google-ftc-antitrust-idUSBRE89B16G20121012 Link to comment Share on other sites More sharing options...
alpha231616967560 Posted October 12, 2012 Share Posted October 12, 2012 http://online.wsj.com/article/SB10000872396390443493304578034822744854696.html This is so cool. Whether it makes any money is hard to tell obviously, but I think that goog is stacking the odds in their favor, and the technology is fascinating. Link to comment Share on other sites More sharing options...
Guest valueInv Posted October 16, 2012 Share Posted October 16, 2012 For a company with "Do no evil" motto, they sure get into a lot of trouble: http://www.washingtonpost.com/business/technology/ftc-declined-to-join-european-criticism-of-google/2012/10/16/01314442-17ab-11e2-9855-71f2b202721b_story.html IP lawsuits, anti trust lawsuits and privacy lawsuits. Link to comment Share on other sites More sharing options...
ItsAValueTrap Posted October 16, 2012 Share Posted October 16, 2012 They are likely being targeted being they are a big company that makes a lot of money. - Patent trolls will go after people with money (e.g. both mid-sized and large companies). - The antitrust lawsuits stem from bureaucracies whose sole purpose is to sue large companies and/or engage in other activities that supports all their salaries. Of course the US government lawsuit against Microsoft was embarrassing now that IE doesn't have dominant market share. Personally I think that it's a shame that Google gets targeted by all these people. Google is a wonderful model for making profits in a socially responsible manner. If you want to make money ethically, you would probably want to be in the software business. The software business rewards you for creating value and it's extremely rare to be rewarded well for business practices that do not create value. Beneficiaries of spyware such as Comscore (SCOR) have a lower market cap than other tech companies (e.g. GOOG). But it is the price you pay for success. Link to comment Share on other sites More sharing options...
Liberty Posted October 17, 2012 Author Share Posted October 17, 2012 http://www.wired.com/wiredenterprise/2012/10/ff-inside-google-data-center/all/ Link to comment Share on other sites More sharing options...
jeffmori7 Posted October 17, 2012 Share Posted October 17, 2012 Merci Liberty! Very interesting stuff showing one of the main reason why Google has such a moat! And showing nice engineering and a great vision too! Link to comment Share on other sites More sharing options...
txlaw Posted October 17, 2012 Share Posted October 17, 2012 Merci Liberty! Very interesting stuff showing one of the main reason why Google has such a moat! And showing nice engineering and a great vision too! +1. Thanks. Link to comment Share on other sites More sharing options...
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