Tag: GOOGL

Google Looks Attractive

Google Looks Attractive

GOOGL shares look attractive. 11.4x EV/Operating Cash Flow and an 8% cash flow yield for a quality company that I would rather own versus overvalued Tech stocks like PLTR, COIN and scores of others. If you ask me, GOOG is going to gain share across its Remote Server business (GCP), and its Productivity products (Docs, … Continue reading Google Looks Attractive

New YouTube Chief: Neal Mohan

New YouTube Chief: Neal Mohan

Neal Mohan is YouTube's Chief Product Officer and will replace Susan Wojcicki who is stepping down. I like that a Product person will lead YouTube. It is mission critical to have "product" at the center of these massive content platforms to ensure optimal user experiences (Look to Meta Platforms for examples of how to ruin … Continue reading New YouTube Chief: Neal Mohan

Run For The Exit!

Run For The Exit!

Run for Alphabet's exit door! Beta Bard flubbed a query! Today's emotional reaction to the Beta version of Google's natural language AI platform - Bard - says more about the reactionary nature of today's unsophisticated, mile wide, inch-deep institutional investor class. My guess is that fewer than 5% have more than a surface-level understanding of … Continue reading Run For The Exit!

META: Where Will Growth Come From?

META: Where Will Growth Come From?

Analysts estimate that META will grow revenues in 2023 over 2022. However, the estimates I see imply that revenue growth will be back-end loaded. We know how that usually ends. I see META struggling to generate year-over-year Revenue growth and expect for 2023 to be a down Revenue year. Zuckerberg is not an Operator. META's … Continue reading META: Where Will Growth Come From?

Technology Stocks Are Not Yet In The Clear

Technology Stocks Are Not Yet In The Clear

The NASDAQ Composite has had a nice little run, up more than 9% year-to-date. However, I would exercise caution ahead of Tech earnings and the Fed's January 31st / February 1st FOMC meeting. We have written on numerous occasions that we expect management teams to take a conservative approach to 2023 Revenue and EPS guidance. … Continue reading Technology Stocks Are Not Yet In The Clear

Google LaMDA: Step Aside ChatGPT

Google LaMDA: Step Aside ChatGPT

The public will see a demo version of Google's conversational AI platform - LaMDA - this year. My view is that Google LaMDA ("Language Model for Dialogue Applications"), will blow OpenAI's ChatGPT out of the water. Google is the AI King. The company indexes more content and invests more capital in Advanced AI than any … Continue reading Google LaMDA: Step Aside ChatGPT

YouTube & The NFL

YouTube & The NFL

The WSJ reports that YouTube is negotiating with the NFL for exclusive rights to broadcast NFL Sunday Ticket. YouTube/Google and Amazon Prime (Thursday night NFL games), are essentially pursuing a U.S. audience with their respective NFL strategies. The NFL ought to court YouTube in particular given that YouTube - not TikTok, not Instagram nor Snap … Continue reading YouTube & The NFL

FTC Sues To Block Microsoft’s Activision Acquisition

FTC Sues To Block Microsoft’s Activision Acquisition

Lina Khan's FTC is bad news. It reminds me of the FTC during the Obama Administration - quick to pick a fight with companies (I know from first-hand experience), without understanding the competitive landscape or how markets work. In this case, Microsoft's Xbox unit is the platform and Activision is the content publisher that will … Continue reading FTC Sues To Block Microsoft’s Activision Acquisition