Lou Whiteman

And I'm with Lou here.

There are some software stocks that I wouldn't touch right now, not because I'm certain they're doomed,

but just because I'm unsure of what the future holds for them.

But you look at a stock, I highlighted it yesterday on the podcast, GoDaddy, ticker symbol G-D-D-Y.

It's growing, its profit margins are expanding, yet shares are down 50% in the last year, and it now trades at nine times forward earnings.

That's intriguing to me.

or take a shift for payments.

I know that payment stocks aren't really popular right now, but it's still growing the top line more than 20% and trades at eight times forward earnings.

I can't remember a time that I could look at the market so close to all-time highs and then find these high-growth, cheap, profitable companies throughout the market.

I'm going to put Sundar Pichai at the top of my list.

He gets my gold medal here.

He has been at Alphabet for 10 years now.

And during his tenure, earnings per share are up over 800%.

This was already a large company 10 years ago.

To see earnings per share go up another 800% during his tenure is phenomenal to me.

You look at also what he's done in the age of AI, falling flat on their faces out of the gate with Bard, if you remember.

Yeah.

That was when people were calling for his head.

They wanted him fired as CEO.

I think that's another reason he gets gold here, because he was taking a lot of heat for his leadership during that time, and yet kind of cool, level-headed, stayed the course.