Dan Caplinger

Alphabet, more like hiding in plain sight.

This was April, maybe, but now?

Jason, kudos to you for making this purchase recently.

I think it's always hard when you've seen a stock really take off before you've had a chance to really add to your position.

I was fortunate enough, I saw Alphabet as this mispriced, underappreciated stock years ago.

And I've been adding, even as many commentators dismiss the company for missing out on AI, missing out on cloud computing.

Well, Alphabet proved that wrong, and now the stock is much more fairly valued than it used to be.

There's still potential, though, for future gains.

Good on you, Jason.

Jason, I've got to say, I agree with John 100%, and not just because it was my pick.

But I have to say this, too, I wish that it would be Alphabet.

I wish that Alphabet would be able to outperform Lululemon over the next five years, because I own a lot more Alphabet stock.

I think Alphabet is going to do just fine.

And I'm really optimistic and hopeful Airbnb might finally catch a break here, start executing well enough, get some appreciation from shareholders, get the stock moving back in the right direction.

It's a first, Jason.

I'm not sure that's ever happened before.

Yeah, it's easy to get confused with the timeline now, because with the hostile bid coming after Netflix and Warner Brothers had come to an agreement, if you're just looking at it from the outside, you might be wondering, well, why don't they take the new deal?

It's more money, why don't we take it?

In practical terms, it's always a little bit more difficult once you have a signed agreement at the end of what has already been this auction bidding war process.

Always harder to undo whatever that decision was, even if a better deal comes in later.