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Tuesday, 18 January 2011 15:20

Navigating BoomBustBlog Subscription Material To Find The Google Valuation Drilldown

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Several subscribers have notified me that they are having problems accessing the value-added content. Here is how I suggest going about finding the Google content behind the paywall.

First, go to the subscription content link in the user menu in the left hand margin of the site. Then click the "Search Document" link in the middle/top of the page. Enter Google as the search term.

Below are the results of that particular search. You can also choose to browse all of the reports in the technology (or whatever sector you have an interest in) section. The first selection is the Google Q3 review, which demonstrated that out analysis was right on point. Review our research, compare it to the "Street's" research and expectations, then review Google's actual performance. See Google’s 3rd Quarter Operating Results: The Foregone Conclusion That Was Amazingly Unanticipated by the Street!!! Monday, November 8th, 2010 for more on marking the research to market.

This is pretty much verbatim as we predicted it, and the stock and option prices are performing accordingly…

There are currently 7 Google reports available. Select the "Google Final Report" and click the "Download" button. You will receive a 63 page analysis that looks like this on the cover...

The table of contents outlines how we have broken Google down into distinct businesses and identified both the individual business models and the potential revenue streams, as well as valuation for each business line.

Page 57 of the analysis shows a sensitivity table which outlines the various scenarios that can come into play and how it will change our outlook and valuation opinion.

Professional/institutional subscribers can actually access a subset of the model that we used to create the sensitivity analysis above to plug in their own assumptions in case they somehow disagree with our assumptions or view points. Click here for the model: Google Valuation Model (pro and institutional). Click here to subscribe or upgrade.

In conclusion, if you are a paying subscriber and you have a problem, wish or request - feel free to contact us. Don't let the problem or issue go unresolved. I value your business and patronage and I feel that we offer some of the best research available.