Why I would Short Google Immediately
“Buy what you know“, is a slogan sometimes used as an investment system. The idea being that you are drawn to a business, then others will be and that is a sign of a healthy company.
Being a webmaster and blogger these days implies grassroots knowledge of search engines and what I’m seeing from Google recently is not good.
About a month ago Microsoft officially launched its new search engine. For me I own, as well as this one, I own another new website. One of the things you do when you have a new website is constantly look at the stats and logs to see if you are getting any visitors and where they are coming from.
Since my other site is a discussion forum it needs traffic to get started so I opened up an AdWords account and began paying Google $.25 per click-through to my site.
So where is my traffic coming from? MSN! The same keywords that I pay Google for are being used to find my site through MSN for free. Why? Because MSN is doing a much better job of indexing (adding my new pages to its search database) and doing it much faster (new pages show up in hours or at most days on MSN and weeks to months on Google).
Also other factors that are very important to getting traffic to a website, like incoming links, are the same. My site shows as having 3 incoming links on Google and over 30 on MSN.I’ve actually begun to formulate a theory that Google is purposely doing a poor job in order to force people to buy click ads. Once MSN launches itsservice they are going to steal a lot of business from Google if things don’t change.
In summary Microsoft is coming after Google and from what I’ve seen they are doing a very good job of it. This is confirmed buy what I’ve seen in my logs and on webmaster discussion boards on the web. As soon as some investment report catches wind of this story and broadcasts it to the masses it will impact Google’s share price negatively.
That’s why, as an investor, I’d be looking to short Google.
Disclaimer: I don’t own Google or Microsoft shares, nor do I plan to buy or sell short either of them in the near future. If you decide to do so you have no right to hold me responsible for any loses you may incur. I’m a writer, not a stock analyst!