MI173: Alphabet Stock Deep Dive w/ Rihard Jarc
发布时间 2022-05-26 09:00:00 来源
摘要
IN THIS EPISODE, YOU’LL LEARN:
02:47 - What Alphabet’s main sources of revenue are.
06:39 - Why Google is such a valuable resource for advertisers to acquire new customers.
12:36 - What is included in Alphabet’s ‘other bets’ line of business.
19:28 - How Rihard projects revenue for Alphabet going into the future.
24:25 - Where Alphabet sits in the AI industry.
27:32 - Whether Alphabet’s cash pile is excessive or not.
30:38 - Potential risks investing in Alphabet.
40:46 - Why Rihard is bullish on Airbnb.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
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Related episode: Is FAANG The New Value? w/ John Huber - MI165.
Related episode: Is Amazon a Value Stock? w/ Jason Moser - MI124.
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Read this episode’s transcript and full show notes on our website.
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