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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (77965)8/24/2025 12:37:17 PM
From: Elroy  Read Replies (2) | Respond to of 78505
 
I like owning the companies whose products and services I use.

Dude, we're old!

It's great to own companies who's products and services teenagers use, and YouTube is way up there in that segment.

GOOG remember has

internet advertising, on it's search engine and also on boatloads of other web pages.
Chrome (gateway to the internet for many, so they know what's going on)
YouTube (this is like owning a television network, but better, it's growing, young people use it, we old foagies still watch cable TV)
Google maps (they know where all the cars are at)
Pixel cell phones (I think this is small, but who knows down the road)

and lots of other stuff.



To: Paul Senior who wrote (77965)8/26/2025 5:35:50 AM
From: petal  Respond to of 78505
 
What a great acquisition YouTube was!

YT is the only "television" that I watch.

It will keep growing for a long, long time, probably.

But can it compensate for the eventual demise of Google.com...?

Also as I said, the predictive quality of my simple GOOG model has no confidence bands around it. I only post for fun, maybe discussion point. And that I'm surprised by it, in that it's helped keep me in the stock for many years. And that it alerted me I should have kept adding all along the road - which I unfortunately didn't do.
Interesting! It has indeed been a great stock (and company), of course, and winners do tend to keep winning. Worth keeping that in mind!

(Sometimes, however, the current greats miss the next technological train; we know that graveyard well: Kodax, Xerox, Polaroid, etc. etc.)

Could you tell me more about that predictive model, or point me to an earlier post? :)