Warning: Higher risk Godzilla Game talk contained in this post.
Those who don't believe in diverse, aggressive investments - enter at your own risk........below.
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I just wanted to step away from the B2B discussion and take a quick look at what Mr. Market is saying about the obvious five Godzillas. I say 5 because outside of the four that we all know well and the authors use in the manual, I think DoubleClick is certainly an interesting one to compare along with it. Disclaimer - I own shares of DCLK, AOL, eBAY (small position) and YHOO. I've held my DoubleClick, America Online and Yahoo shares through the thick and thin. I did sell my Amazon shares earlier this year. eBay is a new issue for me because, as I have stated earlier on this board, the business model and fundamentals are compelling to me. Nevertheless, all five have continued to grow, make alliances, make acquisitions and play the Godzilla Game. The 'option' effect will continue for all and there will be announcements, alliances and acquisitions in the near future as well as distant future for all - at least I think it is safe to assume there will be.
I narrowed down a 20 month comparison chart of the five to point out the investor awareness period beginning that prompted the 'tulip', 'bubble' and 'Internutz' terms of endearment that we have all heard:
siliconinvestor.com
Although the market was willing to break for a little while and extend the returns of some of these various unique Internet models more than others, the chart shows that Mr. Market seems to bring them back into a close range in terms of returns now and then over the last 20 months. I'm not sure it says much except that over the past 20 months, the market has been trading these unique business models as a 'basket' of tulips, bubbles or Internutz together. However, if you go back to the chart and change the time frame to 30, 40, 50, 60 months and beyond - you'll see a little different story based on when the stocks went public. America Online is the leader of course because it has traded longer and grown more. Amazon and Yahoo are linked together while the newer kids eBay and DoubleClick track each other closely. Nevertheless, the 20 month chart captures the time frame when the investing public was a little more conscious of these companies and the Godzilla Game started to heat up.
Are all these Godzillas being measured as successful in their various endeavors? Is it far too early to call it yet?
Yes and yes.
Does being a shareholder in these companies carry higher risk? Are these stocks more volatile?
Yes and yes.
Once again, I've said nothing. Just meandering through a lovely Sunday AM look at the Godzillas for those who are interested.
In closing, here are a few charts over the same 20 month period to toss in a couple of safe, comfortable Gorillas next to those gnashing teeth Godzillas:
(Once again, enter at your own risk as these are mindless wastes of time for many.)
siliconinvestor.com
and one to toss in two of our favorite Kings:
siliconinvestor.com
and one to toss in SCM and CRM champs:
siliconinvestor.com
and finally, one to toss in two favorites from Gorilla watch and discussion:
siliconinvestor.com
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