WSJ: Heady Revenue Growth At Google Could Be Thing Of The Past


(Source: “Is Google Sitting on the Clock of eBay?”, The Wall Street Journal, August 25, C10)

I think this is a really important insight and one that I’ve been noting myself.  It could mean that Google’s days as a highflying, momentum stock are coming to an end.  At some point in the not too distant future, Google could start to trade more on fundamentals and valuation and be interesting to a different class of shareholders.  When that happens, we could see a sharp drop in its share price as the fast money exits the stock.


Disclosure: Top Gun has no position in Google (GOOG) shares.

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