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MI Rewind: Alphabet Stock Deep Dive w/ Rihard Jarc

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Inhoud geleverd door Stig Brodersen and The Investor's Podcast Network. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Stig Brodersen and The Investor's Podcast Network of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

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 afleveringen

Artwork
iconDelen
 
Manage episode 440873631 series 2539397
Inhoud geleverd door Stig Brodersen and The Investor's Podcast Network. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Stig Brodersen and The Investor's Podcast Network of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

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 afleveringen

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