Twitter bots are a lot like IM bots. You send them a message and they send you one back. Except, of course, you can do that through twitter, on any "device" (Facebook, SMS, web, third party client, etc) you want.

My favorite twitter bot so far is the mytrade stock quote bot that launched late last week.

Here's how do do it (you need to be a registered twitter user to do this):

First, go to mytrade's twitter page and follow them.

Then, wait a minute or two for mytrade to follow you back (no... [Read More]

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... [Read More]

On Monday, I bought some more GOOG (and some more AAPL). I explained my rationale for both trades in this twitter post. I went into even more detail on the Google purchase in this covestor post.

I was busy yesterday and not paying attention to techmeme, the stock market, or my portfolio (always a bad idea), and saw this twitter post by Christopher Finke.

          Being glad that I didn't buy GOOG like @fredwilson did.  Down 36 points so far today.

Down 36 day one, ugh. Typical trade for me.... [Read More]

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.