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Tech stocks, Global - Google Facebook etc.
nipper
post Posted: Oct 16 2016, 05:04 PM
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Someone smarter than me provided this, (we were talking about Magellan and the current discourse on AI etc)


"But ...jobs are going because of advances in communication, not, in my opinion, AI or Machine Learning.

Using the game Go being won by AI as an example of the inexorable advance of the machines is fraught. Real world AI has many more problems. The game Go is a simple binary game on a small discrete board. AI is absolutely nowhere near being able to replace the job of any upper-middle class professional.

And I don't think data is as valuable as people make it out to be. The valuation of Google, Facebook, or any other similar company that has a huge data set, is likely off. The valuation of their data sets makes a huge part of their overall valuation. And I've heard some people say that Google will always have a monopoly because of the amount of data that they currently have, and that they'll always be a few steps ahead of any other competitor that tries to get in the game.

This may be true, if a competitor tried to get in and compete in Google's game of searching and retrieving of the internet's data. But I think Google are a monopoly on data simply because they are a monopoly on data. They can just do the usual tactic of buying or competing out a competitor or startup.

I don't think Google's data has a unique insight in to the "fundamentals of human nature" from which they can simply predict the future. I think their data is highly skewed, biased, and over represented by the way people interact with technology. The way people interact with technology can change at the drop of a hat. Who knows what future apps, products, or legislative changes could change the way people interact with technology.

A big reason that Google and FB fight, at least nominally, the NSA, is because the NSA revelations made a measurable impact on people's openness on the internet. If people aren't open, the data is dishonest."



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time."
- Dr John Hussman

“If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions.” ― Michel de Montaigne
 
marketwinner
post Posted: Apr 13 2014, 03:14 PM
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In Reply To: flower's post @ Apr 11 2014, 10:17 AM

I consider sectors such as biotech, Internet retail, health care technology and semiconductor equipment stocks as the most vulnerable.

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please do your own research prior to making any investment decisions.

 
flower
post Posted: Apr 11 2014, 10:17 AM
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History repeating:
Attached File(s)
Attached File  history_repeating.gif ( 20.46K ) Number of downloads: 18
Attached File  intraday.gif ( 17.31K ) Number of downloads: 14

 




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Combining Fundamental comments with Fundamental charts.
 
marketwinner
post Posted: Jan 11 2014, 10:59 PM
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Actually I am using FB to keep contact with friend and relatives. May be I may my reduce time spend on the FB in the future. We had a great opportunity to buy this stock after IPO when others wanted to sell below the IPO price. If I am correct it is trading around $57 and P/E ratio is very high. Still it could go up to around $60 due to some demand for internet oriented stocks globally. Please note I don’t have any holding in this stock although I had some opportunity to learn about this stock.

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please do your own research prior to making any investment decisions.




 
Dave_vic_ozz
post Posted: Feb 4 2012, 11:24 AM
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In Reply To: Dave_vic_ozz's post @ Feb 2 2012, 09:40 PM

Facebook-

Stories of nearly $1.5bn owed to IRS by Mark Zuckerberg might be an incentive to get a few shares sold.

He allegedly paid a graffiti artist, to paint the office, in company shares. Bloke is now amazingly rich. smile.gif



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My comments reflect the moment in which they were posted.
Everything can change, and usually does, without notice.
 
Dave_vic_ozz
post Posted: Feb 2 2012, 09:40 PM
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erudition - had to look it up - ironically smile.gif or maybe that is the point of the word.

Facebook,

If you buy shares don't expect to make much in dividends. Mark has a winning position in voting rites.

It goes something like -

Shareholders must understand the goal of the company is a social mission and not money.

This is almost a triple bottom line where the Social Balance Sheet significantly outweighs the fiscal and environmental balance sheets.

This will raise a lot of Red Flags.






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My comments reflect the moment in which they were posted.
Everything can change, and usually does, without notice.
 


nipper
post Posted: Feb 2 2012, 08:16 PM
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In Reply To: Dave_vic_ozz's post @ Feb 2 2012, 07:18 PM

"The Winklevosses Twins" (btw - Sp: Winklevoss)


loved it in The Social Network when the Mark Zuckerberg character referred to them as the "Winkle-vi"

Showed a level of erudition by Zuckerberg or screen writers.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time."
- Dr John Hussman

“If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions.” ― Michel de Montaigne
 
Dave_vic_ozz
post Posted: Feb 2 2012, 07:18 PM
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FACEBOOK - outcomes. -

I don't use it. BTW.

I have been reading up on this.

Why is it going on the market? - Looks like it has tipped several rules forcing the "on market" action. Needing capital is not one of them. It has nearly 500 private shareholders.

A lot of excitement, Google has gone gang busters. A lot of other tech stocks have too. (Is it another Tech Bubble?)
California may actually reduce its deficit on the tax generated by the float and they are budgeting for it.
Seems like you have to be a high roller to get first dibs on the shares.
Some stock going to insiders but there is a freeze on share trades and its off market trades.
"The Winklevosses Twins" may have forced the sale as they need to get their shares onto the open market.
Heaps of people addicted to the site.
It has content that is driven by the machine like games and other social media. Facebook is a conduit to the games.

Major overflow into the market pushing everything else up on the hype.

Stand by for action.

Discuss,

Dave



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My comments reflect the moment in which they were posted.
Everything can change, and usually does, without notice.
 
 



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