Is Google The Greatest Growth Story of the Generation?
I recently listened to episode 53 of the All-In Podcast. During the episode Chamath Palihapitiya and David Friedberg were discussing why they were so bullish on Google stock. I couldn’t believe what I was hearing, so I decided to investigate myself. Check out the video for full analysis. I’ve included my sources and spreadsheet outputs below. Please Like, Share, Comment, and Subscribe! It’s free!
Financial Metrics
The video above explains some of these figures in more context. We can see that YouTube is nearly a $30 billion run-rate revenue business, almost the same size as Netflix in terms of absolute dollars. However, Netflix is growing at 20% year over year and YouTube is nearly triple that growth. Moreover, GCP is a run-rate $20 billion business and has room to grow when compared to AWS and Microsoft Azure.
Sources:
Google Q3 10Q: Here
Netflix Q3 10Q: Here
Amazon Q3 10Q: Here
E53 of All-In: Watch
🚨 Disclaimer: The stocks mentioned in this newsletter are not intended to be formal recommendations. Rather, this newsletter is for educational and entertainment purposes. I encourage readers to do their own research and conduct their own due diligence before buying any stocks mentioned in my write-ups.
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