MI173: Alphabet Stock Deep Dive w/ Rihard Jarc

IN THIS EPISODE, YOU’LL LEARN:  

02:47 - What Alphabet’s main sources of revenue are.06:39 - Why Google is such a valuable resource for advertisers to acquire new customers.12:36 - What is included in Alphabet’s ‘other bets’ line of business.19:28 - How Rihard projects revenue for Alphabet going into the future.24:25 - Where Alphabet sits in the AI industry.27:32 - Whether Alphabet’s cash pile is excessive or not.30:38 - Potential risks investing in Alphabet.40:46 - Why Rihard is bullish on Airbnb.And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

EPISODE RESOURCES

Subscribe to Rihard’s Newsletter.Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.Related episode: Is FAANG The New Value? w/ John Huber - MI165.Related episode: Is Amazon a Value Stock? w/ Jason Moser - MI124.Get a FREE audiobook from Audible.Check out our Investing Starter Packs about business and finance.Support our free podcast by supporting our sponsors. Find Pros & Fair Pricing for Any Home Project for Free with Angi.Take your business online with Wix, the leading website creation platform that’s got all the tools you need to create, manage and grow your brand. Find joy in comfort with Faherty. Use promo code WSB to snag 20% off all your new spring staples!Enjoy a simple, good tasting supplement that truly improves your health with Field of Greens! Get 15% off your first order and get another 10% off when you subscribe for recurring order with the promo code MILLENNIAL.Check out Titan if you want to aim to become the smartest, wealthiest investor you’ve ever been. Get $50 when you invest today.Tell mom how much you love her—and make sure she hears it in crystal-clear audio quality, with Raycon.Design is already in your hands with Canva. Start designing for free today.The interval fund, a breakthrough innovation. Only at Mackenzie.Balancing opportunity and risk? The golden answer can be literally gold! Start your investment journey today with Perth Mint.Get insights on how to plan for your financial goals with The Globe and Mail. Listeners get a special digital subscription rate for unrestricted access to everything.

 

Read this episode’s transcript and full show notes on our website.

Connect with Rihard: Newsletter | Twitter

Connect with Clay: Twitter

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.