The chapter dives into Alphabet's decision to start paying a dividend, sharing insights on their investment strategy and reasons for holding Alphabet in their portfolio. It discusses selling a holding to make space for a new one, emphasizing confidence in Google as a long-term growth investment. The chapter also analyzes Google's financial performance and the potential for long-term dividend growth amid challenges like generative AI and competition from emerging technologies.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode