$Alphabet(GOOG)$ Google has a

$Alphabet(GOOG)$ Google has a lot of potential. Of course there are risks - the exist anywhere - of AI disruption and such, but I believe they have a great core product and a great management team and a fantastic brand.

I’d actually love to see Alphabet spin out a few companies now or in the future. YouTube tops the rankings for minutes of content watched by consumers daily in a lot of markets, it has subscribers and ad revenue that is almost the same size as Netflix, but is stuck inside a 23x PE company while the market values Netflix at 38x. Waymo is running tens of thousands of driverless taxi rides per month, while Elon Musk is trying to hype the idea of driverless taxis inside his 56x PE company. I’m not sure either Netflix or Tesla are worth those valuations…! But that’s where the market has trended, and you’d suspect those businesses alone could bring a lot of future value to Google shareholders.

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