Thursday's Daily Blog Watch

Tuning into a combined XM-Sirius, and unwrapping Cyber Monday.
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Editor's note: Every morning, James Altucher presents the most timely, topical posts from the Web's best business blogs.

Super investor, analyst and author Tim Melvin brings us the

Google

(GOOG) - Get Report

Swap: the companies you can buy if you spent

Google's market cap

. As a group, this portfolio has $16.5 billion in earnings vs. Google's $4 billion.

Big Ben believes the

big oil companies

--

Exxon Mobil

(XOM) - Get Report

,

Chevron

(CVX) - Get Report

,

ConocoPhillips

(COP) - Get Report

-- are cheap.

24/7 Wall St. looks at what will happen if

XM

(XMSR)

and

Sirius

(SIRI) - Get Report

merge

.

IT mega-analyst Charlene Li of Forrester

dissects

the

Yahoo!

(YHOO)

news.

Hedge Fund Clone finds the

consensus picks

of the top-value hedge funds.

Emarketer has the data on the

biggest online retail day

in the history of the known universe.

Stockreply unveils the full

Liberty

keiretsu

.

The Fly on the Wall

peers at

Level 3

(LVLT)

.

Hitwise analyzes the really important data: "

Britney Spears

" is the top moving search phrase.

Modern Graham goes so far as to say that

Walgreen's

(WAG)

looks cheap

here.

The Peridot Capitalist digs for value in the

drug world

.

Ticker Sense explores the new charting options at

TradeSports

.

In the I-Love-YouTube category:

scary Mary Poppins

trailer.

At the time of publication, Altucher and/or his fund had no positions in any of the stocks mentioned, although positions may change at any time.

James Altucher is a managing partner at Formula Capital, an alternative asset management firm that runs several quantitative-based hedge funds as well as a fund of hedge funds. He is also the author of

Trade Like a Hedge Fund

and

Trade Like Warren Buffett

. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Altucher appreciates your feedback;

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