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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (57644)	7/31/2016 5:32:27 PM
From: Graham Osborn	Read Replies (1) of 78722

FWIW, I'm not seeing much value in the other FANG stocks. AMZN sells at 33x tbook vs 5x for GOOGL. FB sells at 12x, NFLX at 16. NFLX has the weakest moat IMO. It's not a true tech company like the others. These are not the sort of stocks Graham or Buffett would buy IMO, or that I would put in my mom's IRA. Maybe a better acronym would be FANdanGo ;) FB could be another GOOGL in 5-10 years, and I'll happily buy some when I can get it at 20-30x unlevered earnings, so long as Zuck is still around. But FB has nowhere near the moat of GOOGL IMO, although they're moving in that direction. The aggregate value of the data GOOGL has collected about the world's population has vast untapped value, much as the Standard Empire did before its breakup/ IPOs due to the Roosevelt antitrust suit. Think about how much time you spend on GOOGL vs FB/ affiliated apps in a day.

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