2 Comments

    • A Scenario Approach to Google's Valuation [view article]
      I like this approach to Google's valuation. Their ability to innovate always seems to be the wild card. Seems that just when you think they've run out, they pull another rabbit out of their hat. With their planned entry into the wireless world and other new products on the way, it feels like it's getting more and more difficult to value, not easier. As I wrote in my own blog, I'm "decidely undecided."


      scottsambucci.blogspot...
      Apr 20 01:21 AM
    • The Reverse Ripple Theory of Metropolitan Home Price Corrections [view article]
      John,

      We're seeing the same affects nationally - San Francisco, Seattle, Washington DC - the downtown and desirable areas are relatively unmoved by the current downward trends. Try to buy a home on the water in Seattle and you'll compete with 10 other bidders. But go 15 miles out, and buyers can take their pick.

      Well done on your analysis! (and for using Price/Sq Foot to indicate value instead of using the standard median prices).

      Hope all is well!
      Apr 04 11:47 AM
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