1. $Alphabet(GOOG)$ $Alphabet(GOOGL)$
I spend a lot of time trying to learn about the companies disrupting Google.
Every discussion seems to come back to 2 things:
1. Google has the most/best consumer touch points.
2. Google has the best infrastructure.
I like it at 20x forward earnings. KISS
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2. $Apple(AAPL)$
This business trades for 40x earnings...
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3. $Axon Enterprise, Inc.(AXON)$
The valuation is making my head spin, but how do you sell this business?
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4. $SoundHound AI Inc(SOUN)$
SoundHound has a $5.5 billion valuation, is losing money like crazy, and has zero moat. This is the market in December 2024.
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