MI173: 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
🗓️ 26 May 2022
⏱️ 48 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:02.0 | Yes, as you mentioned, other bets is a well-known, let's say, segment of their business, |
| 0:07.0 | because that is where the famous moonshot factory called X is, right? |
| 0:12.0 | These are these crazy ideas that Google employees have and that they kind of mature and develop sort of like a startup incubator, if you will. And what came out of this |
| 0:22.1 | X factory, right? The most important part right now, I would say, is VAMO. On today's episode, I'm |
| 0:32.1 | joined by Richard Jark. Richard is the chief investment officer of new era funds and runs an investment newsletter |
| 0:38.7 | called Uncover Alpha. |
| 0:40.8 | During our conversation, Richard and I do a deep dive on Alphabet's stock, better known |
| 0:45.3 | as Google. |
| 0:46.5 | We chat about Alphabet's main sources of revenue, why Google Search is such a valuable |
| 0:51.0 | resource for advertisers to acquire new customers. What is included in Alphabet's |
| 0:56.0 | other Betts line of business? Where Alphabet sits in the AI industry? Potential risks for the company. |
| 1:03.2 | Why Richard is bullish on Airbnb and much more. Alphabet or Google is a company I've been |
| 1:09.1 | keeping my eye on and I believe is an investment |
| 1:11.4 | worth looking into due to their strong growth and tailwinds for the company, as well as their |
| 1:16.0 | very strong competitive moat. Airbnb is another company I'm really interested in, so I'm glad I got |
| 1:21.0 | the opportunity to chat about it a little bit with Richard at the end of the episode. So be sure |
| 1:25.5 | to stick around until the end. With that, I hope you |
| 1:28.2 | enjoy this deep dive into Alphabet with Richard Jark as much as I did. You're listening to |
| 1:34.3 | Millennial Investing by the Investors Podcast Network, where your hosts, Robert Leonard and Clay Fink, |
| 1:40.4 | interview successful entrepreneurs, business leaders and investors to help educate and inspire |
| 1:45.9 | the millennial generation. |
... |
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