Holdings  > Holding Rationales  > comScore Blog Post On The Goog...

Holding: GOOG

fredwilson [1410]

Start tracking!

You are not tracking fredwilson.

Symbol Sector Return Exposure Trades Last Trade Status
GOOG Internet -55.74% 
Long
8  20-Nov-08  Currently Holding
<< Previous Post     Next Post >>

29-Feb-08

comScore Blog Post On The Google Paid Clicks Issue

Holding Rationale for GOOG.

comScore, a company that I am on the board of, has published a lengthy blog post about the paid click data that drove down GOOG earlier this week. I think its well worth a read for anyone interested in this issue.

Their conclusion is:

While we do not claim that these concerns are unwarranted, we believe a careful analysis of our search data does not lend them direct support. More specifically, the evidence suggests that the softness in Google’s paid click metrics is primarily a result of Google’s own quality initiatives that result in a reduction in the number of paid listings and, therefore, the opportunity for paid clicks to occur.

Tagged Stocks: GOOG

 

Posted at 05:01 in Holding Rationales  |   Permalink  |   Comments ()     |  Top

AddThis Social Bookmark Button
 
 
 

Credibility in GOOG

fredwilson

GOOG Long
Rank 423/478
Return -55.74% at 2008-12-03
Rank 423/478
Trades 8
Followers 186
 

Categories

External Blog (24)

Holding Rationales (6)

Holding Tags

AAPL (7)

AMZN (1)

GOOG (5)

RIG (1)

Other Stock Tags

AA (1)

COIN (1)

DE (1)

MS (1)

MSFT (4)

YHOO (8)

 

Archives

Jun 2008 (2)

May 2008 (4)

Mar 2008 (4)

Feb 2008 (10)

Jan 2008 (9)

Sep 2007 (1)