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  1. R

    Are corporate profits anomalously high, and will it last? Or revert?

    @jdeegerman "Your margin is my opportunity" -Papa Bezos
  2. R

    Alphabet Inc. (GOOG, GOOGL) Analysis

    @tinaman Why does Google seem so disinterested in anything that isn't ad revenue or YouTube? I dunno. Google Workspaces (G Suite) was a far better service than 0365 when I used it, but MSFT is turning theirs into a business model and Google doesn't really care it seems.
  3. R

    Alphabet Inc. (GOOG, GOOGL) Analysis

    @bonoah Even if they keep making money at their current rate forever, it's not a terrible value.
  4. R

    Alphabet Inc. (GOOG, GOOGL) Analysis

    @marizzapan If Tesla is worth 1T, Waymo should be worth at least 100B as a spinoff.
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