E17: Google - Bull, Bear, or Dodo? + Diversification Dilemma
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. --- Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns --- investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies --- Follow us on X at @7lukehallard and @7flyingplatypus