MI207: Intrinsic Value Analysis of Alphabet (Mini-Episode)
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 13 August 2022
⏱️ 20 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:02.8 | Welcome to the Millennial Investing Podcast. I'm your host, Clay Fink, and today is another |
| 0:07.8 | release of our many episode series that we send out to you all every Saturday. This is the |
| 0:12.9 | episode where it is just me diving into a specific topic to help you become a better investor. |
| 0:18.3 | On today's show, I'm going to be doing an intrinsic value assessment |
| 0:21.5 | of Alphabet, in other words, Google, and what a fair value of the stock might be today. During |
| 0:27.2 | this episode, I'm going to be using Alphabet and Google interchangeably, so please bear with me. |
| 0:31.9 | Hope you enjoy it. You're listening to Millennial Investing by the Investors Podcast Network, where your hosts, Robert Leonard and Play Fink, interview successful entrepreneurs, business leaders and investors to help educate and inspire the millennial generation. |
| 0:53.4 | All right, if you guys have been following along with the show for a while, you guys know that |
| 0:58.5 | I believe that Google is a pretty good buy today. |
| 1:02.3 | For me, it really checks all the boxes. |
| 1:05.2 | It has a strong and growing free cash flow base. |
| 1:08.6 | It has a near impenetrable moat. It has a great management team, |
| 1:12.7 | and in my opinion, it's trading at a fair price. If you haven't tuned in my previous episodes |
| 1:17.9 | chatting about investing in tech companies in particular, be sure to check those out. On |
| 1:22.6 | episode 196, I chat with Adam Ziesel, where we cover what he looks for in tech companies. |
| 1:29.0 | And in episode 201, I chat more about his book and his criteria for investing in tech. |
| 1:35.0 | Adam Ziesel's book is called Where the Money is, which covers value investing in the digital |
| 1:39.7 | age. |
| 1:40.7 | You guys know I'm a huge fan of it, so really had to plug it again here. |
| 1:47.5 | From a high level, Alphabet is just a fantastic company. |
| 1:52.7 | Much of its revenue comes from the advertising on Google Search and YouTube. |
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