TechStockFundamentals (@techfundies) 's Twitter Profile
TechStockFundamentals

@techfundies

Tech investor for over 20 years. Ran large hedge fund for 10 of those. Here to help. Not investment advice.

ID: 1018889114974871552

calendar_today16-07-2018 16:04:29

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TechStockFundamentals
@techfundies

2 months ago

$GOOGL follow-up thoughts including 10-Q data points: Search click growth slowed to 2% yy which was a notable slowdown from 4-8% yy seen in prior 8 quarters. Pricing growth normalized for FX was ~9% yy consistent w/ 7-10% yy seen over past 4 qtrs but a meaningful step-up from