MI Rewind: Alphabet Stock Deep Dive w/ Rihard Jarc
The Intrinsic Value Podcast - The Investor’s Podcast Network
Navigating Financial Tools and Tech Stock Valuations
This chapter explores financial tools tailored for small business owners and solo entrepreneurs, critiquing traditional banking methods. It also discusses current market conditions for tech stocks, particularly Google's valuation and its implications for technology investments.
Clay Finck chats with Rihard Jarc to do a deep dive on Alphabet’s stock, better known as Google. We cover what Alphabet’s main sources of revenue are, why Google search is such a valuable resource for advertisers to acquire new customers, what is included in Alphabet’s ‘other bets’ line of business, where Alphabet sits in the AI industry, potential risks for Alphabet, why Rihard is bullish on AirBnB, and much more!
Rihard Jarc is the Chief Investment Officer of New Era Funds and runs an investment newsletter called Uncover Alpha.
IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
02:04 - What Alphabet’s main sources of revenue are.
06:39 - Why Google is such a valuable resource for advertisers to acquire new customers.
15:55 - What is included in Alphabet’s ‘other bets’ line of business?
18:21 - How Rihard projects revenue for Alphabet going into the future.
24:01 - Where Alphabet sits in the AI industry.
27:00 - Whether Alphabet’s cash pile is excessive or not.
34:38 - 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
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
- Related episode: Listen to MI165: Is FAANG The New Value? w/ John Huber, or watch the video.
- Related episode: Listen to MI124: Is Amazon a Value Stock? w/ Jason Moser, or watch the video.
- Check out the books mentioned in the podcast here.
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