With facebook, i think going to be an interesting couple of years, because you're going to see this unfold very quickly. For there's a melt down, it's going to happen really fastad and those are the signs they gose the huge investments in metal. When you look at something like microsopt, very much older company than i them, they seem most canny to me in terms of that they did do this acquisition which is a warning signal for you. And until that changes, i still call them google, until i occasionally see the rest paying off, and you may do that.
In one of the most popular presentations from Pivot MIA, Professor Aswath Damodoran of NYU's Stern School of Business compares the life cycle of a company to the stages of life of an actual human being. It’s the structure he uses to understand why companies do what they do, and more importantly, to pinpoint “when companies do things they shouldn’t be doing.”
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