Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of GOOG | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search GOOG
Shrewd'm.com Merry shrewd investors
Best Of GOOG | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search GOOG


Stocks A to Z / Stocks G / Alphabet (GOOG)
Unthreaded | Threaded | Whole Thread (1) |
Post New
Author: BreckHutHigh   😊 😞
Number: of 421 
Subject: Ben Thompson
Date: 06/02/26 2:09 PM
Post Reply | Report Post | Recommend It!
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...


https://stratechery.com/2026/the-google-capital-co...
Print the post


Post New
Unthreaded | Threaded | Whole Thread (1) |


Announcements
Alphabet FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of GOOG | Best Of | Favourites & Replies | All Boards | Followed Shrewds