Larry knows the Alphabet

28/11/2024 32 min Episodio 2
Larry knows the Alphabet

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Episode Synopsis


Larry and Darren discuss the characteristics of a "wonderful business" using Alphabet as a case study. They highlight the importance of management, trust, and a significant barrier to entry, or "moat." The conversation sets the stage for analyzing other companies in the S&P 500, known as the Magnificent Seven, to understand their investment potential and risks.