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- Table showing Google’s pre-IPO financials h/t themarketear.
- Today Alphabet has a $155bn top line and $36bn of profit.
- Mary Meeker’s latest Internet Trends Report is, as always, interesting.
- It is a treasure trove of information to do with Internet and Media.
- For example this chart showing that in the US the amount of time spent on mobile surpassed time spent watching TV.
- More snippets to follow but the whole report is worth a flick.
- Tech is starting to decouple from earnings.
- This chart shows that the relative share price performance of tech is outpacing the relative EPS performance.
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