
#64 | Alphabet Deep Dive | Other bets & Valuation w/ Secret Sauce Investing | Part 2
In this second half of our conversation with Sonny from Secret Sauce Investing, we wrap up our 90-minute deep dive into Alphabet by tackling the parts most investors overlook: Waymo, Other Bets, and valuation.
We break down whether autonomous taxis could become Google’s next multi-billion-dollar business, how to think about Alphabet beyond just search and ads, and whether today’s price still leaves room for good returns.
Ask us a question
Support the show
Research better with the TDI Terminal
Fundamental research, live financials, KPIs, valuation tools, portfolios and the TDI community.
➡️…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.