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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
  • Nick Carr on Google and the Newspapers 0 comments
    Apr 15, 2009 09:17 PM | about stocks: GOOG, NWS, NYT, LEE, GCI, MNI, GHS

    The always-excellent Nick Carr on GOOG:

    "When a middleman controls a market, the supplier has no real choice but to work with the middleman - even if the middleman makes it impossible for the supplier to make money."

    Source: Google in the middle

    Themes: newspapers Stocks: GOOG, NWS, NYT, LEE, GCI, MNI, GHS
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