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E17: Google - Bull, Bear, or Dodo? + Diversification Dilemma
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Is Google $GOOGL a bear, a bull or a dodo? Badger buys more, Monkey screeches Be Careful!
Meta $META was in a similar position not too long ago, but it has an impenetrable social network moat. Can the same thing be said of Google’s data in a time of AI with companies building language models from the ground up and redefining search?
Monkey explains this quandary is what the “too hard bucket” is for, whereas Badger remains confident in his fundamental understanding of the business.
We also answer a 7investing discord member who wonders whether allocating a majority of his portfolio to four companies is too concentrated. The devil is in the details and the answer is not so simple. Remember, cash is a position, too, and it’s hard to become wealthy, but also hard to stay that way.
Badger’s skiing season is being funded by some unsuspecting poor Lake Tahoe poker players. Should Monkey be worried about his upcoming visit to Austin’s card rooms?
Want to become a better investor? Download the 10 Laws of the Jungle at wallstreetwildlife.com.
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