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RaginCajun

Late Night Fact

If the [[YHOO]] deal goes through at $31/share, that gives Yahoo a 61 multiple. If you valued [[GOOG]] by the same metrics, Google should be trading at $779.58.

Rhetorical Question: If the P/E ratio is determined by growth, and Google is growing almost twice is fast, shouldn’t Google get a higher multiple?

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AAPL: Bought @ 135.00

Starting a new position in [[AAPL]] right here. I will be scaling back in the name on future weakness.

Note: [[ISRG]], [[MA]], & [[UA]] on fire!

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