Subject: Re: Price to sales indicating sale!
Manlobbi-

Thank you for this perspective.

GOOG has been my best idea for the last year or so. Been slowly building my position and happy with where its sitting today (for the next 10+ years).


Jim-

Your 'inflation +6%' forecast is a serendipitous number for me. I've started my draw-down years and the math says I need a 30 year average of inflation +6.2% to comfortably keep me out out of the breadlines. GOOG works in my case given the risk involved.


PS. Julian, it's been a while since we've heard from you on BN. Anything compelling these days to share over on the BN board?