The Prof G Pod with Scott Galloway Prof G Markets: Is Google a Buy? + Is Uber Recession Proof?
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May 12, 2025 In this lively discussion, the hosts dive into Trump's new trade framework and its financial implications. They assess the potential of Apple replacing Google as the default search engine and debate whether Google is undervalued. The conversation shifts to Uber's earnings, with optimism stemming from changing consumer behaviors and partnerships in autonomous vehicles. Humorously, they also reflect on tech moguls and the complexities of relationships, intertwining lighthearted anecdotes with sharp financial insights.
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Google Undervalued Despite AI Threat
- Google's stock dropped 9% after Apple indicated AI search might replace Google on Safari.
- Despite this, Google's search business remains undervalued and still growing in revenue.
Buy Google Stock Now
- Consider buying Google stock now as it's trading cheaply at 17 times earnings.
- Breakups of large companies can create shareholder value and offer investment opportunities.
Uber's Path to Profitability
- Uber reported strong profitability with 83 cents EPS beating expectations.
- The company is transitioning from a speculative growth firm to a more stable, profitable business.