Sell GOOG by Aug 18, 2036.

The thesis around Google that I think many people underestimate is that more than 50% of its revenue still comes from search, especially search advertising. The basic business model is pretty simple. If you search for a car, Toyota or Ford can bid to have their website placed in front of you. Google doesn't simply give the highest bidder the first position, obviously there are more sophisticated algorithms behind it, but the point is that Google gets paid when it …