3/26/2023 0 Comments Nvda stock split announcementThat will also give an additional strong tailwind.īut the other thing really going for Google is the financial engineering. Probably replacing IBM but it could be CSCO (Cisco). Google is also going to do a 20:1 stock split which means they can now join the DJIA. FANG is Facebook, Amazon, Netflix and Google. Google has more revenue and makes a lot more than Microsoft or Amazon or Facebook or Netflix. It is only a matter of time until Google passes Apple. People forget that Google is half the age of Microsoft and Apple. So if growth starts to slow Google has plenty of levers to pull to keep it going for a very long time. Google has so many others which just make a massive runway for Google. They could do a nominal license fee of $10 and add over $10 billion of revenue which really would be profit as it would not add any new expense.īut Android is just one example. Over a billion devices activated per year and Google does not charge a cent. Google still has tons of assets that the have yet to monetize or fully monetized. The bigger Google gets the faster they grow. Out of all the FANGs you have Google growing by far the fastest. Google put up over 3 times the growth rate of Apple!! The split will mean Google can join the DJIA which is a nice tailwind.īut just overall Google is just killing and you want to own. I would expect Google share price to continue to appreciate faster than the overall market going in to the split. Google is already up 6% and it was less than a week ago we found out about the split.
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