Shannon Zimmerman
speaker
587 appearances
8 recordings
1 series
first heard Apr 2009
last heard Nov 2009
Shannon Zimmerman’s voice in public audio — every appearance, attributed to the second.
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Appearances
and people should focus on the absolute when trying to assess the viability of these companies.
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No, I have a final point.
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Exactly right.
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Stock is beating down, but yet over the last six weeks, the financial sector shot up to the tune of about 60%.
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And so a lot of that is just hope and goodwill.
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But how far can you get on hope and goodwill?
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At some point, the fundamentals have to come through, and it can't just be about relative performance.
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It has to be about absolute performance, and Seth's exactly right.
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The write-downs are coming, and greater loan losses are coming, too.
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Well, I've always been sort of a Google naysayer, particularly as a growth story.
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I think that they're an interesting company, endlessly innovative, and I use their services a gazillion times a day at least, and we probably all do.
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But basically, their revenue model is an ad sales model, which is deeply cyclical, and they're super
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are effective in the ad sales space, but they don't have a lot of control over that.
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It's going to ebb and flow with the overall economy.
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So that's why I've not been willing in the past.
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I still don't own shares, but I have been willing to certainly pay up for the sake of owning shares.
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Watching the management team manage through the downturn, though, has been kind of interesting.
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I think that they've done a pretty effective job at rating in costs.
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And I didn't expect that that would be a strength of Google, and it has turned out so far to be.
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Disappointing a little bit, I guess, relative to analysts' expectations, but I think in terms of looking more qualitatively at what management has been able to accomplish, pretty effective stuff.
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Showing 541–560 of 587 · page 28 of 30
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