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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks G / Alphabet (GOOG)
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Author: BreckHutHigh   😊 😞
Number: of 442 
Subject: Ben Thompson
Date: 06/02/26 2:09 PM
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No. of Recommendations: 3
The Google Capital Company

"What does the most beautiful business model of all time look like?

First, imagine that your supply is free. Second, imagine that your customers willfully compete against each other to raise your prices. Third, imagine that your users decide which of your customers gets the privilege of paying you. All you have to do is build a bit of infrastructure to make it all happen, pay a nominal bit of depreciation on that infrastructure, and make billions of dollars on some of the greatest margins in the history of business.

I am, of course, describing Google, a company so good that Warren Buffett, the legendary investor, could never quite bring himself to invest in it. Buffett explained in the 2017 Berkshire Hathaway annual meeting...


stratechery.com - The google capital company
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This community has written 442 posts about Alphabet. The article-length ones it recommended most:
Judge's Ruling · 24 recs · 2025
Alphabet's Century Long Bet · 23 recs · 2026
Will the Sexy Six Strut or Stumble? · 19 recs · 2025
2Q Summary 2026 · 18 recs · 2026
Up about 50% this year · 17 recs · 2023
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