No. of Recommendations: 5
Alphabet seems like the ultimate Warren Buffet business. It has huge moats in search, ads, Chrome, Android, and probably a few more. Alphabet's huge infrastructure is a moat. The brand is moat. Youtube generates about the same amount of revenue as Netflix. Only Youtube doesn't create its own content, so it is less capital intensive. Now that I think about it, Youtube is also a moat. I don't think a similar service could replicated at this point. The business has consistently strong free cash flow as well. It ticks all the boxes.
