MI245: A Year in Review w/ Rebecca Hotsko
The Intrinsic Value Podcast - The Investor’s Podcast Network
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I Like Google, I Don't Like Apple
Google is projected to have double digit rates of growth for the next five, seven, and 10 years. Google spends so much money on R&D that it makes the company look less profitable than it is. If you buy now, I think you get sufficient compensation for owning a stock over a five year period. The valuation is like a point spread in this way because the less earnings can be paid out as dividends to investors,. They can be reinvested in the business, they can be used to buy back stock.
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