Tech Investment Strategies and AI Insights

This chapter analyzes a leading tech company's investment strategies, including their ventures in Waymo and YouTube, while discussing revenue figures and growth projections. It also explores the implications of substantial cash reserves in relation to acquisitions and antitrust regulations, underscoring the importance of strategic corporate cash management in an evolving digital landscape.

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Episode notes

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

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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.
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