How Do You Value Alphabet?

How Do You Value Alphabet?

Google – all its apps, smartphones, and the cloud business – is responsible for 99% of Alphabet’s total revenue. But Alphabet is toiling away on quite a few moonshot projects. What if one of them works? (00:14) David Meier and Mary Long break down earnings from Alphabet and Palantir. They also discuss: - Why cloud computing isn’t going anywhere. - YouTube’s secret sauce. - What Palantir really does. Then, (17:45), Ricky Mulvey talks with television writer and novelist Jordan Harper about how PR firms shape public opinion and how to spot their work when consuming the news. Companies mentioned: GOOG, NFLX, PLTR Host: Mary Long Guests: David Meier, Ricky Mulvey, Jordan Harper Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2114)

Open AI’s Worth Half a Trillion Dollars

Open AI’s Worth Half a Trillion Dollars

In a little less than 10 years, OpenAI has gone from an idea to a half-trillion dollar company, and its ambitions for the next several years are much, much, bigger. Plus, Fair Isaac Corporation is ope...

2 Okt 202520min

Winners & Losers from ChatGPT’s Shopping Launch

Winners & Losers from ChatGPT’s Shopping Launch

OpenAI has launched shopping within ChatGPT and this could be a disruptive force to companies like Amazon, Google, Shopify, and Etsy. We discuss who the winners could be and who will be a loser in thi...

1 Okt 202525min

Asian Food Chains Moving Stateside

Asian Food Chains Moving Stateside

American palates are shifting, and investors are starting to take notice. In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Sanmeet Deo and Jason Hall to unpack four of...

30 Sep 202526min

What’s a Supernova Stock? 3 Ideas For Your Watchlist

What’s a Supernova Stock? 3 Ideas For Your Watchlist

David Meier, Rick Munarriz, and Tim Beyers preview the Oct. 1 return of Motley Fool Supernova with three stocks with Rule Breaker DNA that are worthy of your watchlist. David Meier, Rick Munarriz,...

29 Sep 202526min

Interview with David Gardner: Rule Breaker Investing

Interview with David Gardner: Rule Breaker Investing

Motley Fool Co-Founder David Gardner has racked up big returns by bucking the conventional wisdom. Rule Breakers Senior Vice-President of Strategy Brian Richards talks with David about his new book, R...

28 Sep 202523min

Why Investors Earn Less Than Their Funds, and the Small-Cap Surge

Why Investors Earn Less Than Their Funds, and the Small-Cap Surge

When evaluating a fund, one of the first sets of numbers you'll likely look up is its past returns. But those are not the returns that owners of that fund actually earned. Robert Brokamp speaks with M...

27 Sep 202523min

The Hidden Opportunities in AI

The Hidden Opportunities in AI

Beyond the big names, where are there opportunities in AI and discounts in the market overall? Plus, Meta’s changing AI plans and we play “Higher or Lower”.Travis Hoium, Lou Whiteman, and Jon Quast di...

26 Sep 202539min

Navigating the Housing Market’s Mixed Signals

Navigating the Housing Market’s Mixed Signals

Investors looking at housing and homebuilders are probably wondering what to make of the seemingly contradictory messages out of the housing market. In this episode, Tyler, Matt, and Jon drill down in...

25 Sep 202521min

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