For comparison:

Google PE > 30
Amazon PE > 170
Netflix PE > 330

Frank Wimberly
Phone (505) 670-9918

On Mar 16, 2017 10:37 AM, "glen ☣" <[email protected]> wrote:

> Perhaps it's not beside the point at all.  P/E normalizes the price based
> on one frame of mind, which I suppose is whether you can make money off
> it.  Making money implies a time window and some sort of zero sum bucket of
> money (where P goes out and E comes in).  But a more objective (perspective
> invariant) normalizer might send an entirely different message,
> particularly one that includes the extent the company is leveraged.
>
> Regardless, from the little I know about it (2 friends who work there and
> a slew of interviews a decade ago), they have/had very little tolerance for
> constituents setting their own agenda.  My interactions with Google were
> drastically different.  They seemed willing to entertain literally _any_
> idea (the overwhelming majority of which are selected against immediately,
> of course).  I chalked this up to their sources of money, which is a
> type/kind of liquidity.  If you have more ways of making money (selling
> products to rich hipsters vs. advertising to anyone), you'll be more
> willing to let the constituents try out their own pet project, build their
> own sub-org.
>
>
> On 03/15/2017 06:05 PM, Frank Wimberly wrote:
> > It's beside the point, but Apple has a low stock price.  PE < 17.
>
>
> --
> ☣ glen
>
> ============================================================
> FRIAM Applied Complexity Group listserv
> Meets Fridays 9a-11:30 at cafe at St. John's College
> to unsubscribe http://redfish.com/mailman/listinfo/friam_redfish.com
> FRIAM-COMIC http://friam-comic.blogspot.com/ by Dr. Strangelove
============================================================
FRIAM Applied Complexity Group listserv
Meets Fridays 9a-11:30 at cafe at St. John's College
to unsubscribe http://redfish.com/mailman/listinfo/friam_redfish.com
FRIAM-COMIC http://friam-comic.blogspot.com/ by Dr. Strangelove

Reply via email to