Here is a thought for an eager Facebook investor: Google revenue – $40 billion; market capitalization $200 billion (plus $40 billion of cash). Facebook revenue $4 billion; market capitalization $100 billion. So Facebook has to grow revenue 10x for you to double your money. Good luck! follow on twitter Vitaliy N. Katsenelson, CFA, is Chief [...]
VALUEx Vail 2011 is over. I already miss these three days. I got the idea to put together VALUEx Vail after I attended VALUEx in Klosters (a little ski resort town in Switzerland, located on the other – the “value” – side of the mountain from Davos) in February this year. Since I live only [...]
My doctor said that my bad cholesterol is high, and of course my good cholesterol is low, and I’m too fat (well, actually the wife said that). So, instead of following the fine American tradition of supersizing my Big Mac with Lipitor, I’ve decided to take a slightly different route – I tweaked my diet: [...]
This is an excerpt from a comment I read on Daily Speculation. It is such a common misperception that I had to write a response: “Great stocks [Google, Apple] are to be owned. Companies who dominate their space are to be kept and allowed to grow. Those who have built fantastic franchise names should be [...]