Internet Outsider
I just found this blog written by Henry Blodget (hat tip Bill Cara). There is a lot of content about Google. I think it is a good read.
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1 comments:
Is it time to short GOOG? It's really tempting....I love GOOG and use it all the time, but c'mon. $135B market cap? 24x sales? 15x book? 62x EV/EBITDA????
I won't short a stock, rather buy puts. You're really paying a huge premium on GOOG options. Thinking way out of the money ($175 strike) Jan 2007 puts....tempting. Don't know if I have the spine to do it though.
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