What's Behind Google's Incredible Run?

The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.

Google’s Nikesh Arora spoke at an investor conference the other day, and outlined why Google is such a great business. The first topic addressed was monetizing mobile. This is a big topic. Arora sees mobile search as "intent and transact" versus the desktop, which is more about research. Firms that learn more about the use cases should do better, like TripAdvisor has started to do. He also spoke about the Motorola acquisition. Google bought Motorola in order to make sure that it had a foothold in the ever-changing device business. One other topic, discussed by Arora, caught John and David’s eye. YouTube continues to make great strides and, over time, could change the advertising dynamics of television the way Pandora is trying to change it in radio. It may look as though Google is taking a shotgun approach, but that’s not the case at all. It remains focused on improving the user experience in everything it touches. And that’s great for its business over the long term.

 

The mobile revolution is still in its infancy, but with so many different companies out there, it can be daunting to know how to profit in the space. Fortunately, The Motley Fool has just released a free report on mobile, named The Next Trillion-Dollar Revolution, that  tells you all you need to know. Inside the report, we not only describe why this seismic shift will dwarf any other technology revolution seen before it, but we also name a company at the forefront of the trend. Hundreds of thousands have requested access to previous reports, and you can access this new one today by clicking here -- it's free.

David Meier has no positions in the stocks mentioned above. John Reeves owns shares of Google. The Motley Fool owns shares of Google and TripAdvisor. Motley Fool newsletter services recommend Google, Nokia, and TripAdvisor. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.


Read/Post Comments (0) | Recommend This Article (2)

Comments from our Foolish Readers

Help us keep this a respectfully Foolish area! This is a place for our readers to discuss, debate, and learn more about the Foolish investing topic you read about above. Help us keep it clean and safe. If you believe a comment is abusive or otherwise violates our Fool's Rules, please report it via the Report this Comment Report this Comment icon found on every comment.

Be the first one to comment on this article.

DocumentId: 2017933, ~/Articles/ArticleHandler.aspx, 4/20/2014 6:32:34 PM

Report This Comment

Use this area to report a comment that you believe is in violation of the community guidelines. Our team will review the entry and take any appropriate action.

Sending report...


Advertisement