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The Cody Blog: CW in FT: Let the Goolympics Begin

Thursday, February 16, 2006

CW in FT: Let the Goolympics Begin

Steve Schurr, ace from the Financial Times and friend of mine, and I are going to debate Google on FT.com next week. I'll let you guess whether I'm the bull or the bear ;).

Anyway, if you want us to tackle a question you have on Google, especially as it pertains to the stock and/or the company's long term strategies/positioning, you can email ask@ft.com.

You can email anytime from now til Tuesday at 9am (the site goes live at 8am though), at which point: Let the games begin!


Blogger GrizzlyBear said...

Hey Cody-
Google is on of the most speculative bubble stocks I have ever witnessed. To taut it as the fastest revenue producing company ever is total nonesense. Remember the internet bubble in March 2000? All these stories end the same. You remind me of Ryan Jacobs- remember him? Or how about Munder funds? It's all the same thing....no new tale to tell. At what price will you exit Google? Are you prepared to ride it back to $85? There is absolutely no value added in recommending Google at these levels- and to say oh well I told people to buy it at the IPO, well congratulations- but we don't want to hear about what you did a long time ago. Tell us, what do you think the next GOOG will be?
I have no positions in Google.

2/17/2006 10:11:00 AM  
Anonymous Anonymous said...

yo grizzly,

Why don't you just leave Cody alone. We know you don't agree with him so let's leave it at that. He's already stated the 'next' GOOG and AAPL ARE GOOG and AAPL. If you are just trying to protect us poor innocent blog readers from losing all of our money then I thank you...BUT I'll run with Cody. If he's proven wrong I'm sure he'll be the first to admit it too. In the mean time, go hibernate!

2/17/2006 08:17:00 PM  
Anonymous Anonymous said...

Grizzle my schnizzle, did you really expect a reply this time? You've already been told to move on. Good luck, man.

2/20/2006 02:53:00 PM  
Blogger GrizzlyBear said...

I just find it very irresponsible to buy and recommend GOOG at these levels. I would have a lot more respect for you, Cody, if you would remember the maxim "bulls make $, bears make $, pigs get slaughtered". Leveraging your holdings in GOOG at the top of such a massive move is insanity- and it is totally choreographed to the world through your TV and website commentaries. You have a chance to get out with most of your profits in it, and still be respected by the investment community. What happens if you ride GOOG back to $85 or even $250? You think Maria will still want to feature you on her shows? There are a thousand other hot shots who will come up after you to fill that role. Respect the tape, bro- your "hot hand" may not last forever. Oh, and by the way, with GOOG getting hit by both Chinese and US regulators, not a lot of smart money managers are going to be buying the shares. Good luck to you Cody-man. See you on the flip side.

2/21/2006 07:58:00 AM  

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