Episode 288

MI173: Alphabet Stock Deep Dive w/ Rihard Jarc

Clay Finck chats with Rihard Jarc to do a deep dive on Alphabet’s stock, better known as Google. We cover what Alphabet’s main sources of revenue are, why Google search is such a valuable resource for advertisers to acquire new customers, what is included in Alphabet’s ‘other bets’ line of business, where Alphabet sits in the AI industry, potential risks for Alphabet, why Rihard is bullish on AirBnB, and much more!

The Intrinsic Value Podcast - The Investor’s Podcast Network

May 26, 202244m 18s

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Show Notes

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.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
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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.
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