Equity Mates Investing Podcast AI is eating search, Buffett bets on pizza & property hits all-time highs
6 snips
May 11, 2025 Sam Gordon, Australia’s Buyer’s Agent of the Year for 2024 and founder of Australian Property Scout, dives into the impact of AI on Google’s search dominance. He explores Warren Buffett's latest stock picks, including interesting insights about Domino's Pizza. The discussion also covers the dynamic Australian property market, with surprising price hikes despite rising interest rates, and trends shifting buyer preferences towards more affordable housing options. Tune in for valuable tips on navigating today's market!
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Episode notes
AI Disrupts Google Search
- The first-ever decline in Safari searches suggests AI is disrupting traditional search engines.
- Apple's choice of ChatGPT over Google's Gemini for iPhone integration is a significant blow to Google.
Buffett Bets on Domino's Consistency
- Warren Buffett increased his stake significantly in Domino's Pizza, valuing steady growth and consistent profit margins.
- This approach aligns with his preference for reliable, predictable businesses over rapid growth.
Buffett Backs Pool Corp Amid Decline
- Pool Corp, a leading pool equipment distributor, showed strong COVID-era growth but recent revenue declines.
- Buffett's addition to Pool Corp shares indicates belief in its long-term value despite short-term headwinds.