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| Symbol | Sector | Return | Exposure | Trades | Last Trade | Status |
|---|---|---|---|---|---|---|
| GOOG | Internet | -26.40% | n/a | 11 | 18-Jun-09 | Prior Holding |
25-Feb-08
Getting Close To Good Value
Holding Rationale for GOOG.
My back of the envelope numbers say that at $500/share, GOOG trades at close to 20x 2008 operating cash flow.
I think GOOG can increase its cash flow for the next 5-10 years by at least 10-15% annually. If that is true, then in 10 years, you will have earned back in cash flow most of the $150bn market cap that it is trading at today.
That's good value in my book given what an amazing franchise GOOG owns and operates.
Tagged Stocks: GOOG
Posted at 09:35 in Holding Rationales | Permalink | Top
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