Google: The Origin of Search

Bullish:

• $GOOGL - Google/Alphabet generates more net income than any other US company including Apple, Microsoft, and others, making it an exceptional cash-generating business with strong fundamentals despite potentially being undervalued.

  • “Google, and I should say Alphabet today, generates more net income or profit than any other US company, more than Apple, Microsoft, ExxonMobil, JPMorgan Chase, Berkshire Hathaway. This is a cash gusher.”

    Ben·1:32

  • “Google Alphabet is down at 20. And it's not like Alphabet's not growing revenue. They're growing revenue just as fast, if not faster, than all of those companies except NVIDIA. Something is going on here.”

    David·3:12:14
• $AUCTIONS - Auction-based business models benefit from network effects where more liquidity leads to higher prices, creating powerful economic dynamics similar to successful platforms.

  • “Whenever you have auctions to determine pricing, the more liquidity you have, the higher price is. And so are there other businesses that we can kinda look at that are similar?”

    Ben·3:27:40