Accentuating the caveat emptor perspective with critical commentary on financial disclosure. I adopt a skeptical persona and look for chinks in the teflon coating of financial disclosure. My job is to identify financial warts. Perhaps a Black Swan. Disclosure: I do not hold positions in stocks mentioned for three trading days before or after blog post.
Wednesday, January 13, 2010
Google Geopoliitcally Naive
Google (GOOG) takes on the Chinese government. Google has mismanaged its China card and has satisfied no one. While they may be brilliant at technology they are naive geopolitically. Going toe to toe with the Chinese is a weak proposition. Missing out entirely on the Chinese market is not satisfactory to shareholders. Other companies have been able to navigate the Chinese market. Google seems to have been consumed. Is this the high water mark for Google.