We Study Billionaires - The Investor’s Podcast Network TIP310: Mastermind Discussion 3Q 2020 - (Business Podcast)
Aug 16, 2020
Tobias Carlisle, founder of The Acquirers Podcast and the Acquirer's Fund, teams up with Hari Ramachandra, an expert on Alphabet and AI, for a deep dive into stock valuation. They dissect the intrinsic values of major players like Alphabet, Berkshire Hathaway, and E-Trade. The duo also explores Warren Buffett's greatest trade, discusses the financial dynamics of Google amidst competition, and tackles questions about stock price increases after dilution. It's a treasure trove of insights for investors navigating today's market challenges.
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Alphabet Repitch
- Stig Brodersen repitched Alphabet (Google) after it outperformed the market since his initial pitch in 2018.
- He discusses the importance of acknowledging when an investment thesis is wrong and moving on, rather than stubbornly holding onto losing positions.
Google's Data Moat
- Google's data advantage is not just about the vast amount of data but the breadth of data from various platforms.
- This breadth allows for comprehensive processing and training, giving Google a significant advantage over competitors.
Amazon's Threat
- Hari Ramachandra expresses concern over Amazon taking over Google's most lucrative search keywords related to product purchases.
- He points out that users go directly to Amazon instead of Googling products.