In today’s episode, Kyle Grieve and Shawn O’Malley revisit Alphabet nearly two years after Shawn’s original pitch, tracing how the company transformed from a cash-rich, buyback-driven business into an aggressive spender on AI infrastructure.
What you’ll learn here:
00:00:00 - Intro
00:00:41 - Why Shawn’s original Alphabet thesis needed a revisit
00:06:55 - How the AI-kills-search narrative played out in reality
00:30:28 - Why Google Cloud’s margins surprised skeptical investors
00:43:48 - How Waymo went from afterthought to major asset
00:49:44 - How Alphabet’s AI spending flows through its earnings
01:03:12 - What Berkshire Hathaway’s growing stake signals about the company
01:03:47 - Why Alphabet paused buybacks and started raising equity
01:07:15 - Which unresolved questions will define Alphabet’s next few years
01:13:13 - Whether Kyle & Shawn will add to their Alphabet position in the Intrinsic Value Portfolio
Transcript & Host Info:
https://www.theinvestorspodcast.com/intrinsic-value-podcast/
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▶️ Related Episodes
- Unpacking Alphabet: How Google & AI Shape the Future:
https://youtu.be/5WYxGi_7rMk
- SpaceX (SPCX): Is It Really Worth $2 Trillion Dollars?:
https://youtu.be/2alJDgGM0U8
- Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity?:
https://youtu.be/qtGGYMPwKqU
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⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
#Alphabet #GoogleStock #AIInvesting #ValueInvesting #StockMarketAnalysis 
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