The Intrinsic Value Podcast - The Investor’s Podcast Network

TIVP005: Alphabet (GOOGL): Searching for Quality w/ Shawn O’Malley

38 snips
Feb 2, 2025
Discover the origins of Alphabet and its sprawling tech empire, including Google Search and YouTube. Uncover how AI innovations and advertising strategies fuel its revenue streams. Explore the intriguing 'Moonshot Bets' and the impact of regulatory scrutiny on its operations. Learn how Alphabet navigates financial challenges while focusing on growth through strategic investments. Finally, delve into the company's unique valuation process and why it could remain a strong investment prospect.
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INSIGHT

Alphabet's Undervaluation

  • Alphabet, Google's parent company, is a key member of the Magnificent Seven stocks.
  • It's priced cheaply compared to peers due to fears about AI chatbots and antitrust enforcement.
INSIGHT

Alphabet's Structure

  • In 2015, Google restructured into Alphabet, inspired by Berkshire Hathaway's decentralized model.
  • Alphabet has over a dozen CEOs across its subsidiaries, with Sundar Pichai leading Google.
INSIGHT

Alphabet's Moonshot Bets

  • Alphabet's "moonshot" division, X, explores disruptive technologies.
  • X developed Waymo and Google Glass, showcasing its potential and risks.
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