tag:blogger.com,1999:blog-9031526429482744032.post6808858833135430386..comments2024-03-27T08:05:06.228-07:00Comments on Don't fuck with Donville: Alphabet: Cash on handPenetratorhttp://www.blogger.com/profile/01670644029306203741noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-9031526429482744032.post-78854541631868938172018-02-05T10:00:06.640-08:002018-02-05T10:00:06.640-08:00Here's the issue with google. I'm quoting ...Here's the issue with google. I'm quoting from a recent Seeking Alpha analysis regarding last quarter earnings:<br /><br />The issue was massive 34% growth in traffic acquisition costs (TAC) that CFO Ruth Porat blamed partly on mobile traffic growth. Costs for distribution partners was up an incredible 57% to nearly $2.8 billion while total TAC surged $1.6 billion to $6.45 billion. Costs were even up $950 million sequentially from the Q3 level of $5.5 billion.//<br /><br />Meanwhile, Facebook can grow their earnings exponentially with even less time spent on Facebook and less ads (the price of the advertising just goes way up). <br />There's a new player in internet advertising that has started to make billions of dollars: Amazon. <br /><br />In fairness, the traffic acquisition costs of Google will not continue to grow at this very high rate. Google is a great growth and value stock right now. Angelo Dallashttps://www.blogger.com/profile/15684479515068422912noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-31585358005283695332018-02-05T04:35:25.612-08:002018-02-05T04:35:25.612-08:00Goog is set up loose 2% again today, 7% overall si...Goog is set up loose 2% again today, 7% overall since Friday Driveshoehttps://www.blogger.com/profile/07688418865776040160noreply@blogger.com