Tag Archives: gmail

Google’s Moat

Google’s share price has underperformed in recent years. Despite growing strongly, even through the credit crisis, investors appear to have misunderstood Google’s strategy and feared that competitors may steal a march on the search engine giant. Investors instead fell in love with Facebook and Apple, the latter probably completely justified given its enormous profitability. Many […]

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Why Facebook Should be Afraid

So Facebook’s ‘awesome’ announcement of Skype integration and video calling for all Facebook users came and went. The mass-media promptly and lazily concluded that Facebook has successfully countered Google+’s main advantage and that Facebook will remain the social networking champion of the world forever. They are, as usual, completely missing the point and subscribing to […]

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