LinkedIn Corp (LNKD), DICE HOLDINGS, INC. (DHX), Google Inc (GOOG): “Debunking” the Baby Boomer Myth

The view from the other end

I believe businesses that manage this decline in skilled labor the best will benefit just as well as the companies that help fill the void.

This is where Google Inc (NASDAQ:GOOG) really shines.

Google Inc (NASDAQ:GOOG) earns more revenue per employee than its peers, nearly 30% more than the tech industry as a whole.

Just look at how Google Inc (NASDAQ:GOOG) clobbers a couple of its less innovative peers in this category:

GOOG Annual Revenue Per Employee data by YCharts

I mention innovative, specifically, because I feel that is the real reason that Google outpaces competitors in this area. As I’ve written previously, Google Inc (NASDAQ:GOOG) routinely tops Fortune’s list of the “100 Best Places to Work For” and that really matters to tech candidates.

Working at Google Inc (NASDAQ:GOOG) is considered so desirable that a 20-20 special, and even a movie, has been dedicated to the subject. I know this is an unconventional way to look at a tech investment but, in technology, having skilled staff means having superior innovation. With a P/E of 25 and a forward P/E of just 16, this innovator is also looking like a good value.

Invest in tomorrow

I should thank Ken Fisher for reigniting my passion for this myth, and I wonder if he would also agree that there is a bull market behind the Boomers.

I believe that great investments are made when great companies meet game changing trends. The fact that so few see this potential trend, to me, offers value for long-term investors.

The article “Debunking” the Baby Boomer Myth originally appeared on Fool.com and is written by Adem Tahiri.

Adem Tahiri owns shares of Google. The Motley Fool recommends Google and LinkedIn. The Motley Fool owns shares of Google and LinkedIn.

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