MI Rewind: Alphabet Stock Deep Dive w/ Rihard Jarc
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 20 September 2024
⏱️ 49 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:02.0 | Hey guys, on today's show, I'm re-sharing a favorite episode from the past. |
| 0:07.0 | I'd like to do this because we get a lot of new listeners each week, and they will never have heard this excellent episode before. |
| 0:13.0 | And even if you've been listening for a while, you may have missed it when it first came out, |
| 0:18.0 | or you could at least benefit from reviewing some of this episode's |
| 0:21.6 | lessons again and reinforcing your learning. If you're not interested in episodes from the past, |
| 0:27.0 | there's no hard feelings at all, and you can pick up with us again next week for a brand new episode. |
| 0:32.8 | Everything going forward is from the original, and I hope you guys enjoy listening to it as |
| 0:37.1 | much as I did. |
| 0:37.7 | Yes, as you mentioned, other bets is a well-known, let's say, segment of their business |
| 0:43.0 | because that is where the famous Moonshot factory called X is right. |
| 0:48.2 | These are these crazy ideas that Google employees have and that they kind of mature and |
| 0:53.1 | develop sort of like a startup incubator, |
| 0:55.8 | if you will. And what came out of this X factory, right? The most important part right now, |
| 1:01.0 | I would say is VAMO. On today's episode, I'm joined by Richard Jark. Richard is the chief |
| 1:10.5 | investment officer of new era |
| 1:12.4 | funds and runs an investment newsletter called Uncover Alpha. During our conversation, Richard and I do a deep |
| 1:18.7 | dive on Alphabet's stock, better known as Google. We chat about Alphabet's main sources of revenue, |
| 1:24.7 | why Google Search is such a valuable resource for advertisers to acquire new |
| 1:28.8 | customers, what is included in Alphabet's other Bet's line of business, where Alphabet sits |
| 1:34.7 | in the AI industry, potential risks for the company, why Richard is bullish on Airbnb, |
| 1:41.1 | and much more. Alphabet or Google is a company I've been keeping my eye on and I believe |
... |
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