Re: when to sell GOOG?
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I'm clueless about analyzing companies, but when I think of a company with a "moat", Google immediately comes to mind. I'm also a programmer guy, so I guess that explains why I'm also interested in what others have to say about its prospects.
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They really don't have a moat and their business model is easy to copy. It used to be that the search engine of choice was Lycos, then Yahoo, then everyone thought AltaVista would rule the world.
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