Stock Market Analysis: 04/30/09
Even Microsoft, a late entrant into big data, has stepped up its game. Platform of users/subscribers: The FANGAM unique boutique s also share user bases that are immense, with Facebook leading that numbers game with close to 2.7 billion users, many of whom spend large portions of each day in its ecosystem. In putting that common sense notion into practice with tech companies, growth investors draw on they own share of practices based on the premises that growth is good, that it is sustainable and if bought at a reasonable price, is a winning strategy. Every investing generation has its share of legendary companies, but I do not believe that there has been another grouping of companies that has dominated the market as completely as these six have done over the recent past. I know that this has been a long lead in, but interesting though it might be to explain why the FANMAG stocks are where they are, the question of the moment in investing is whether you should buy, sell or just watch these stocks. Proprietary and Actionable Data: I know that big data is the buzzword of business today, and in the hands of most companies, that big data is of little use, since it is neither exclusive to them, nor the basis for action.
The index also finished down about 40% of the time for the calendar year, Dow Jones Market Data shows. What sets the FANMAG companies apart is that they use big data to create value, partly because the data that they collect is proprietary (Facebook from your posts, Amazon/Alexa from your shopping/interactions, Netflix from your watching habits, Google from your search history and Apple from your device usage). Microsoft, Google and Apple all also have more than a billion users apiece, with multiple ways to entangle them. For many old-time value investors, the FANGAM stocks had became a symbol of growth and momentum run amok, though a legendary member of this group (Warren Buffet) had invested in one of the companies (Apple). I stick with my practice of downloading the market capitalizations of all publicly traded companies in the world, and then computing aggregated changes in value by groupings. AIG now has support at $12 and then down to $11.
















