Can published traffic statistic for publicly held internet based companies aid us in future investments?
Lets take for example two of the major internet companies Google, and Yahoo.
A fast comparison in Alexa web-traffic service shows that Google have closed a reasonable gap:
Can these results help us predict quarterly financial results for both companies?
Judge for yourselves. Shorting the last 6 months Yahoo against Google would have returned the following results:
Where as risk against internet bubble blow-up is minimal. Good enough for you? I know it was good enough for me.
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