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I'm a (for now anonymous) manager of a long-short fund which is not open to external investors. I have extensive experience on Wall Street and in the technology industry. I look for strong trends and reasonable valuations (GARP?), particularly in the technology and media sectors. Recently, for... More
  • Is This the Future of Internet Advertising? 1 comment
    Jun 2, 2009 04:44 PM | about stocks: GOOG, YHOO, NWS, LNUX, VCLK, ANSW, NYT

    From the SourceForge conference call:

    Until recently and for a long run, internet advertising businesses could expect to grow simply by growing their traffic, bolting on more ads and then doing it again—wash, rinse, repeat. That run is over. The industry is forever changed, and for anyone who can pencil out a supply and demand curve, there are obvious implications from the imbalance between an infinite supply of pages and a finite roster of advertisers.

    Themes: Internet advertising Stocks: GOOG, YHOO, NWS, LNUX, VCLK, ANSW, NYT
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