The Intrinsic Value Podcast - The Investor’s Podcast Network MI Rewind: Alphabet Stock Deep Dive w/ Rihard Jarc
Sep 20, 2024
Rihard Jarc, the Chief Investment Officer of New Era Funds, dives into Alphabet's financial dynamics and its innovative edge. He discusses Google's diverse revenue streams, emphasizing its leading role in advertising and AI. Rihard also explores Alphabet's intriguing ‘other bets’ and assesses potential investment risks. Additionally, he shares his bullish views on Airbnb, comparing its market position against traditional competitors. Tune in for insights on navigating the evolving landscape of tech investments!
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 4min
Google's Revenue Growth during COVID
04:24 • 6min
Leadership and Investment Insights
10:45 • 7min
Tech Investment Strategies and AI Insights
17:56 • 11min
Navigating Financial Tools and Tech Stock Valuations
28:45 • 5min
Valuing Giants: Google and Airbnb Insights
33:21 • 13min
Exploring Airbnb's Investment Potential and Listener Engagement
46:16 • 3min