[4]
Sporting Google Glass in the NYC flagship Apple store - #BLASPHEMY!
The video below is my introduction to Google Glass. As I wear it
around NYC getting used to it, I offer feedback from the everyday
consumer on the street as well as the investment perspective behind it.
Google has almost consistently outgrown the adoption rate of web
advertising. What does this mean? Well, it means that although Web
advertising is getting bigger and more popular as a slice of the total
advertising pie, Google is getting even bigger and more dominant in the
space – not less. Google is beating competition back even as the market
grows!
[5]Google ad growth
Subscribers, click the following links for my updated price targets on Google (click here to subscribe [6]) and read Google Q2 2013 Update: Valuing Possibly The Most Powerful Co. In The Worl [7]d?:
Google Q1 2013 Valuation Note - Retail
(Technology) [8]- Google Q1 2013 Valuation Note - Professional & Institutional
(Technology) [9]
The biggest risks to these price points are:
- A market that's being levitated by central bank magicians running short on magic spells...
- Regulatory pressure, which I feel is quite material and inevitable, but will not be a major factor in the near term.