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.
No. of Recommendations: 3
“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.”
Amazing deal and vision- Google paid $1.65B (in stock however) for YouTube in 2006 and it is now worth ~$550B with TTM Revenue >$50B, greater than Netflix @ $43.4B.
Btw, saw 3 Waymos one day last week to and from the golf course. I need to order one up thru Uber and check that box soon. Has anyone taken a ride in one yet? Did you prefer it to human driver?
Glad to see GOOGL and it’s owners being rewarded by Mr. Market and now having Berkshire as a (likely) long-term owner.
Wonder how close Warren & Charlie were to a GOOGL purchase in years past? I know BRK has owned Amazon since 2019.
