Google has a 1.64 trillion market cap. It’s the 4th biggest in the world. A part of me seems to believe that once you’re on top, there’s nowhere to go but down. But I also feel like there are many ways Google could increase their revenues.
YouTube still has untapped potential. Google could make it so users can directly buy the products they see in videos without leaving YouTube, which would make the life of content creators a lot easier and could be a huge cash cow.
A lot of their apps (Docs, Sheets, Maps, etc.) are still free while competitors like Microsoft charge a lot for similar products.
Google Search still has 88% of the search engine market share and I believe the integration of generative AI (which should come soon) will increase their revenues.
Many of their other apps seem promising as well.
I think Google has a lot of upside, but I’m afraid my bias (I like the company) is clouding my judgment. Should I look to invest in a smaller cap company or does Google still have significant room to grow ?
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