Curious why (almost) everyone here loves Google. They are a one trick pony, and have been unable to generate any other source of income in its 20+ years of existence. Yes, the ad business is a behemoth, but there’s literally no diversity in income. If ad spend decreases, google revenue goes down with it. Another one-trick pony company is NFLX and we are seeing what happens when that one river starts drying up.
Compare GOOGL to something like MSFT or AMZN, and both of those other companies have a much more diversified sources of income, making them much more resilient over the long term.
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