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Well, when I look at companies that I might legitimately invest in, arguably the most important question is "what kind of room for growth is there?" Without ge
by simonsarris 14y ago
Well, when I look at companies that I might legitimately invest in, arguably the most important question is "what kind of room for growth is there?"
Without getting too deep, its not hard to see Google become more than an ads company in the near future. Google Research. Google (self-driving) cars. Google ISP. Google Space Mining. Google the hardware manufacturer (hello moto).
It's very difficult from my little point of view to see the same thing happening with Facebook. Their room for growth seems an awful lot smaller than most other companies worth investing in, and with their stats (higher market cap than Ford, huge P/E, etc), one would have to expect massive room for growth, but they haven't floated much in terms of monetization ideas other than ads and things that people may not like very much (privacy intrusive things, etc)
- nollidge 14y agoThere's nothing stopping Facebook from diversifying, too...
- pnathan 14y agoThe big win I see right now is that Google has a stable of brilliant researches in Google Research, and that is something that could be producing high quality industrial research for decades (Microsoft has a similar department). I actually think that Research departments are the long-term investment a company does, they will produce new and interesting concepts. I have never heard of a similar group for Facebook. I am sure they could put one together, but it takes years and years to get the right people and environment.
- Retric 14y agoThere's nothing stopping Honda from diversifying, too...