The Intrinsic Value Podcast 对 $GOOGL 的判断变化

Want Google's cloud revenue? It's there.

yet that said he just invested tens of billions of dollars in Alphabet and we know that it was Buffett now and not Abel who was calling that decision which is interesting and basically he's called Is negligence of tech companies a mistake?

And although I would say investing in Google was probably one of the safest bets on tech you can make. Prices are high, but boy, I mean, what a quarter we just saw from Google again.

Yeah. For me, Uber, Google, and Adobe are all very, very significant positions in my portfolio,

I'm very proud of Alphabet. I think there's a lot to say about this one and and fortunately mostly positive things to say. It's somewhat funny that Google has been our largest holing from pretty much the beginning of this journey and yet it's probably also the company we spent least amount of time talking about and it might be because you know everybody talks about Google.

There's so much to say about it, but there's also so many people talking about it, we don't really feel the need to say that much about it.