What podcasts say about Alphabet Inc.
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Alphabet Inc.
16 statements · 11 positive · 4 negative · 1 neutral
Alphabet is the only vertically integrated AI play.
“Another reason why Alphabet is just dominant. Waymo, YouTube, Search, Cloud. The only vertically integrated AI play.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 0:18
Alphabet is dominant because of Waymo and its other businesses.
“Another reason why Alphabet is just dominant.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 12:32
Alphabet is the only vertically integrated AI investment opportunity.
“the only vertically integrated AI play.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 12:39
Alphabet is currently trading at approximately 17 times earnings.
“Google or Alphabet currently trading on a 17 times PE.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 13:30
Alphabet can copy Muse and win because of its existing user connections.
“yes, they can copy this and they can win because they already have the connections.”
Open the episode · Musings About the Agentic FutureListen at 22:00
Alphabet was Bryce’s worst-performing individual stock, falling 6%.
“the worst performer for individual stocks was actually Alphabet, down 6%.”
Open the episode · Our Monthly Portfolio Update - August 2026Listen at 9:32
Alphabet revenue grew 24% to nearly $120 billion
“Revenue grew 24% to just under $120 billion.”
Open the episode · We're back: AI selloff reverses, US earnings, Aussie property & moreListen at 16:17
Alphabet shares fell as much as 7.2%, their largest intraday drop since February.
“The stock fell as much as 7.2%, the biggest intraday drop since. Since February.”
Open the episode · SpaceX Slips, Alphabet Tumbles, Getty Images SoarListen at 2:15
Alphabet’s Department of Justice antitrust case is more serious than investors anticipate.
“Our view is at the moment it's clearly more serious than people are anticipating.”
Open the episode · IC039 Investor Lessons: Management & Shareholder MisalignmentListen at 9:11
Alphabet’s Department of Justice antitrust case is more serious than investors anticipate.
“it's clearly more serious than people are anticipating”
Open the episode · IC039 Investor Lessons: Management & Shareholder MisalignmentListen at 9:12
Alphabet remains a strong underlying business despite antitrust pressure.
“Still a great business underneath it all.”
Open the episode · IC039 Investor Lessons: Management & Shareholder MisalignmentListen at 9:54
Alphabet remains a strong, cash-rich business despite antitrust pressure.
“Still a great business underneath it all. Still a business investing like mad. It's got heaps of cash.”
Open the episode · IC039 Investor Lessons: Management & Shareholder MisalignmentListen at 9:54
Alphabet’s underlying business is unlikely to change materially over two years.
“Is that going to change in the short term, even over the next 2 years? I can't see that.”
Open the episode · IC039 Investor Lessons: Management & Shareholder MisalignmentListen at 9:59
Alphabet trades around 19 times forecast earnings while earnings grow roughly 20%.
“Alphabet shares are trading at whatever, 19 times forecast unadjusted earnings, clean earnings. That's not bad for a company that has been growing at circa 20-odd percent earnings growth.”
Open the episode · IC038 AIM Market and Budget ImpactsListen at 8:20
Alphabet is a high-quality business with substantial financial strength.
“I think it's a fantastic business.”
Open the episode · IC028 UK investors Insights Covering Alphabet, Nestle, Unilever, Tristel, Nichols, Nexteq, LBG Media, Ryanair, EasyJet & FRP Advisory Group.Listen at 6:22
Alphabet remains attractive despite heavy AI and Waymo investment.
“But yeah, I like it. It's a great company.”
Open the episode · IC028 UK investors Insights Covering Alphabet, Nestle, Unilever, Tristel, Nichols, Nexteq, LBG Media, Ryanair, EasyJet & FRP Advisory Group.Listen at 6:52
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.