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MI Rewind: Alphabet Stock Deep Dive w/ Rihard Jarc

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Conteúdo fornecido por Stig Brodersen and The Investor's Podcast Network. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Stig Brodersen and The Investor's Podcast Network ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

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!

Rihard Jarc is the Chief Investment Officer of New Era Funds and runs an investment newsletter called Uncover Alpha.

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

02:04 - What Alphabet’s main sources of revenue are.

06:39 - Why Google is such a valuable resource for advertisers to acquire new customers.

15:55 - What is included in Alphabet’s ‘other bets’ line of business?

18:21 - How Rihard projects revenue for Alphabet going into the future.

24:01 - Where Alphabet sits in the AI industry.

27:00 - Whether Alphabet’s cash pile is excessive or not.

34:38 - 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.

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SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

679 episódios

Artwork
iconCompartilhar
 
Manage episode 440873631 series 2539397
Conteúdo fornecido por Stig Brodersen and The Investor's Podcast Network. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Stig Brodersen and The Investor's Podcast Network ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

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!

Rihard Jarc is the Chief Investment Officer of New Era Funds and runs an investment newsletter called Uncover Alpha.

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

02:04 - What Alphabet’s main sources of revenue are.

06:39 - Why Google is such a valuable resource for advertisers to acquire new customers.

15:55 - What is included in Alphabet’s ‘other bets’ line of business?

18:21 - How Rihard projects revenue for Alphabet going into the future.

24:01 - Where Alphabet sits in the AI industry.

27:00 - Whether Alphabet’s cash pile is excessive or not.

34:38 - 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

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

679 episódios

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