Alphabet (NASDAQ: GOOGL) Archives - Page 2 of 5

daniel August 23, 2018August 24, 2018 Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Are the NaMPOF stocks better than the FANG Stocks?, Facebook (NASDAQ: FB), FANG Stocks, FANG Stocks for Value Investors, Google (NASDAQ: GOOG), Microsoft (NASDAQ: MSFT), NAMPOF an Alternative to Fang Stocks, Netflix (NASDAQ: NFLX), NVIDIA (NASDAQ: NVDA), Oracle (NYSE: ORCL), PayPal (NASDAQ: PYPL), the NAMPOF, What is wrong with the FANG Stocks?

NAMPOF an Alternative to Fang Stocks

You can think the NAMPOF of as a FANG for value investors. Holdings in NAMPOF are more diversified than FANG and some of them generate dividend income.

It diversifies NAMPOF because NVIDIA and Apple are hardware makers and PayPal is in finance. FANG scares me because it is almost all software based. Something I dislike about FANG is the lack of a financial stock.

Containing six stocks further diversifies. Four NAMPOF stocks; Apple, NVIDIA, Oracle, and Microsoft, are proven moneymakers.

I consider PayPal and Facebook speculative because they base their businesses on growth. However, both companies have showed the capability to generate vast amounts of cash.

I designed the NAMPOF to offer a little more than safety and income than FANG at a comparable rate of growth.

Uncategorized

daniel July 27, 2018July 27, 2018 Alphabet (NASDAQ: GOOG), Alphabet (NASDAQ: GOOGL), Android Pay, Google Pay in Germany, Google Pay Send, Google Pay Send Integrated with Google Pay, The Google Pay Send Peer-to-peer (P2P) solution

Google Pay in Germany

Other features in the new and improved Google Pay include access to loyalty cards. The new Google Pay is supposed to be in sync with your Google Account. That should make it easier to add banking and credit card information.

Movie, concert, sports, theater, train, bus, and plane tickets will be accessible through the passes tab in Google Pay. That will enable people to use their Google Account as a digital ticket for travel or entertainment.

Market Insanity

daniel June 2, 2018 Alphabet (NASDAQ: GOOGL), Goldman Sachs (NYSE: GS), Is Uber a Classic value Investment?, Is Uber Now a Value Investment?, Uber CEO wants to Team Up with Waymo, Uber Technologies Inc., Uber Warren Buffett, UberEats is worth $6 Billion

Is Uber Now a Value Investment?

Uber is now a classic value investment because it is a good company with a good product that has been having serious problems. There’s nothing wrong with Uber’s basic service or business model just its corporate culture.
Now that Khosrowshahi is cleaning that mess up, Uber stands to greatly improve. Buffett called himself “a great admirer of Dara” in a chat with CNBC. The sage of Omaha pointed out that some of the details in the Bloomberg story were wrong.

Opportunities

daniel March 20, 2018 Alphabet (NASDAQ: GOOGL), Avis-Budget Group, Fiat Chrysler (NYSE: FCAU), GrubHub (NYSE: GRUB), Is Avis-Budget Group a Value Investment?, Is Avis-Budget Making Money?, Is the Avis-Budget Group Making Money?, Self Driving Vehicles, The self-driving ZipCar, Waymo, Zipcar

Is the Avis-Budget Group Making Money?

Such a deal will give Avis-Budget experience maintaining and deploying self-driving vehicles. It also puts it in a position to provide autonomous vehicles for ridesharing services like Uber and Lyft, and delivery services like GrubHub (NYSE: GRUB), Instacart, Parcel, and Shipt.

Delivery is going to be a huge market for self-driving vehicles because of the involvement of big retail. Walmart (NYSE: WMT) is planning to offer grocery delivery to 40% of the US population through services like Uber, Deliv, and Lyft. Target (NYSE: TGT) has bought the grocery delivery solution Shipt, and Kroger (NYSE: KR) is partnering with Instacart.

Market Insanity

daniel March 15, 2018 Alphabet (NASDAQ: GOOG), Alphabet (NASDAQ: GOOGL), Alphabet (NASDAQ: GOOGL) is still demonstrating extraordinary moneymaking capabilities., Alphabet Money Machine, blockchain-delivered entertainment, Google is Doing More Business but Making Less Money, Google Still Owns Search and Digital Advertising, Google’s expenses have increased, How Trump’s Trade War Threatens Alphabet, Telegram, Telegram ICO, The Alphabet Money Machine, The Greatest Threat to Alphabet

The Alphabet Money Machine, threatened by Trump?

The biggest current threat to Alphabet might be the trade war that U.S. President Donald J. Trump (R-New York) has declared against the European Union (EU).

The greatest long-term threat to Alphabet is all the competition it is receiving in advertising. Menaces there include social media such as Facebook’s (NASDAQ: FB) and its WhatsApp solution. WhatsApp had 1.5 billion users in December 2017, Statista calculated.

Cryptocurrency

daniel February 28, 2018 Alphabet (NASDAQ: GOOGL), and Spain., Apple Pay Cash, Apple Pay Cash goes International or Does it?, Apple Pay Cash might soon be rolled out in Brazil, Apple’s (NASDAQ: AAPL), Google Pay, Ireland, PayPal Holdings (NASDAQ: PYPL), Tez

Apple Pay Cash goes International or Does it?

It is not clear what countries Apple Pay Cash will go to next, but the United Kingdom is a likely possibility – because it is right next door to Ireland.
Members of the European Union such as France, Italy, and Germany, are also a strong possibility because Ireland and Spain are both members of the Eurozone.

Cryptocurrency

daniel January 1, 2018January 1, 2018 Ad fraud, ad-blocking solutions, ADB, AdBank ICO, Adbank Network (ADB), Alphabet (NASDAQ: GOOG) and Facebook (NASDAQ: FB), Alphabet (NASDAQ: GOOGL), Basic Attention Token, Basic Attention Token (BAT), Basic Attention Token initial cryptocurrency offering, BAT, Blockchain Advertising Markets, Brave Browser, Building a New Advertising Market, Can Blockchain Advertising Markets Compete with Google (and Facebook), COs Banking on Advertising the Basic Attention Token and Adbank, ERC20 tokens, giant corporate-owned advertising ecosystems, How Many ICOS is Too Many?, Is Basic Attention Token a Good Investment?, Trying to cash in on a $220 Billion Market, Will Adbank and Brave Make Money?

ICOs Banking on Advertising the Basic Attention Token and Adbank

The truly fascinating part of the Brave/Adbank story is that both organizations are trying to use the same technology; Ethereum smart contracts, to solve the same problem.

Two rival Ethereum-based blockchain solutions are betting that advertising profits can be translated into cryptocurrency cash.

Good Stocks

daniel November 6, 2017November 7, 2017 Alphabet (NASDAQ: GOOG), Alphabet (NASDAQ: GOOG) has become a value investment, Alphabet (NASDAQ: GOOGL), Alphabet (NASDAQ: GOOGL) is displaying a lot of the classic value characteristics., Alphabet’s Great Business Model, Alphabet’s Revenues Exceed $100 Billion, Digital advertising fraud will cost brands $16.4 billion worldwide in 2017, Google has $100 million in the Bank, he $16.4 billion Threat to Google’s Business Model, Proctor & Gamble Dumping Digital Advertising, The most extraordinary figure at Alphabet is cash and short-term investments which were $100.14 billion

Yes Google is a Value Investment

There is a $16.4 billion two-fold threat to Alphabet’s advertising-based business model out there that a lot of investors will not see coming. It is advertising fraud and Big Business’s growing dissatisfaction with digital advertising in general.

Digital advertising fraud will cost brands $16.4 billion worldwide in 2017, the ad-verification company Adloox and The&Partnership predicted in April. That figure marks a 20% increase over the $12.5 Adloox estimated that brands lost to fraud in 2016, CNBC reported. Not surprisingly this level of fraud is upsetting some major advertisers.

Opportunities

daniel November 6, 2017November 6, 2017 ABB (NYSE: ABB), Ad Fraud Komanda, AFK13, AI are now Playing Video Games, AI Playing Video Games, AI which writes algorithms, Alphabet (NASDAQ: GOOG), Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Artificial Intelligence (AI) is advancing faster and farther than most people realize, AutoML, AutoML i, Kiva Robotics, Siemens (OTC: SMAWF), Technological Unemployment, The Berkely AI

AI Playing Video Games, Learning Warehouse Jobs and Building other AI

The most frightening AI of all is being developed by a Google project called AutoML (machine learning). The goal of AutoML is to create an AI that can design and build other AIs, The Times reported.

Alphabet (NASDAQ: GOOG) is trying to build AI that can reproduce. The thinking behind AutoML is to reduce the need for the highly-paid engineers and computer scientists who to design and build AIs.

Grocery Wars

daniel October 5, 2017October 5, 2017 Alphabet (NASDAQ: GOOGL), Alphabet’s (NASDAQ: GOOG) Google Express, Amazon (NASDAQ: AMZN), Amazon Wants a Piece of French Grocery Business, Carrefour (OTC: CARR), Casino (OTC: CASP), Deliv, Deliv Fresh, E. Leclerc Group, Google Express, Kohl’s (NYSE: KSS), Tesco (LON: TESCO), Walmart (NYSE: WMT) and Deliv, Walmart Grows relationship with Deliv

Walmart wants Access to Your Fridge, Amazon wants French Grocery Stores

Details of the partnership were not available but it would presumably involve E. Leclerc accepting Amazon returns and possibly letting customers pick up Amazon orders in its stores. Another possibility is that customers might be able to order groceries from E. Leclerc through Amazon. Amazon recently entered into a similar arrangement with the ailing American department store chain Kohl’s (NYSE: KSS).

The privately-held E. Leclerc is France’s largest supermarket with 21.1% of the nation’s grocery market in April 2017, Statista reported. There were unsubstantiated rumors that Amazon might attempt to buy France’s second largest grocer Carrefour (OTC: CARR). Carrefour currently controls 20.9% of the French grocery market.