Mobile advertising is a strange beast. As more and more Internet users across the world begin using mobile devices -- instead of desktop computers -- as their primary means of getting information, companies are scrambling to perfect their mobile platforms.
Probably no company has made this transition more lucrative than Facebook (NASDAQ: FB ) . When the company turned on the advertising machine for its mobile users, earnings doubled in a year's time and free cash flow jumped by 660%. That's astounding.
But not everyone has benefited from this move. Though Facebook is a major Internet advertising force to be reckoned with, it's yearly revenue is still less than one-seventh of Google's (NASDAQ: GOOG ) (NASDAQ: GOOGL ) . One would think that, given this size advantage, Google would be benefiting from the shift to mobile as well.
But that's not necessarily what many Google bears believe. In fact, they think the move to mobile has been hurting Google. In the video below, The Motley Fool's Brian Stoffel gives investors -- especially beginners -- an explanation for this line of thinking and what he thinks of it.
Are you ready to profit from this $14.4 trillion revolution?
Let's face it: Every investor wants to get in on revolutionary ideas before they hit it big. Like buying PC maker Dell in the late 1980s, before the consumer computing boom. Or purchasing stock in e-commerce pioneer Amazon.com in the late 1990s, when it was nothing more than an upstart online bookstore. The problem is, most investors don't understand the key to investing in hyper-growth markets. The real trick is to find a small-cap "pure play" and then watch as it grows in EXPLOSIVE lockstep with its industry. Our expert team of equity analysts has identified one stock that's poised to produce rocket-ship returns with the next $14.4 TRILLION industry. Click here to get the full story in this eye-opening report.