The FANG Playbook – Stratechery by Ben Thompson
The FANG companies — Facebook, Amazon, Netflix, and Google — are far more similar than you might think. Their rise in value is no accident, and it is connected to Aggregation Theory.
The FANG Playbook – Stratechery by Ben Thompson Skip to content The FANG Playbook Wednesday, January 20, 2016 Jim Cramer, who coined the “FANG” acronym as a descriptor for the high-flying F acebook, A mazon, N etflix, and G oogle group of tech stocks that have dramatically outperformed the market, made clear yesterday that his endorsement wasn’t necessarily connected to the underlying companies: A note on these stocks. I picked them largely because over the years they have become anointed by a group of go-go managers, meaning managers who like to be affiliated with the
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