The Joseph Carlson Show What Is Google Actually Worth (A Full Breakdown)
Sep 2, 2025
This discussion unpacks Google's astonishing market valuation, revealing insights into its core operations like Search, YouTube, and Cloud. The potential worth of $3.8 trillion starkly contrasts its current stock value. The analysis sheds light on market psychology, especially around the historically tough month of September. Additionally, the conversation dives into the split of Kraft Heinz, highlighting contrasting opinions on managerial decisions and future growth prospects. Expect a mix of finance insights and intriguing market trends!
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Episode notes
Cheap Valuation From AI Fear
- Google trades cheaply versus peers largely due to AI disruption fears and sentiment.
- Joseph Carlson argues those fears are fading as Google adapts and search continues to grow.
Host's Personal Google Positions
- Joseph Carlson describes Google as a major position across his portfolios and shows concrete position sizes and gains.
- He uses personal holdings to illustrate confidence in Google's long-term prospects.
Search Still Dominates Value
- Google Search is enormously profitable and makes up roughly half of Google's revenue and operating income.
- Carlson accepts analysts' $1.25T valuation for search as reasonable and stable.