Scott Galloway
š¤ PersonAppearances Over Time
Podcast Appearances
My final point here is that right now, Google trades at a PE of 19, The S&P 500, with its drawdowns, trades at 24. So take an average company in the S&P, a P&G or a Dow. Like, I don't know what company sort of embodies the S&P, but those are both great companies.
My final point here is that right now, Google trades at a PE of 19, The S&P 500, with its drawdowns, trades at 24. So take an average company in the S&P, a P&G or a Dow. Like, I don't know what company sort of embodies the S&P, but those are both great companies.
But any average, quote unquote, average company in the S&P is not nearly as impressive, isn't growing nearly as fast, doesn't have nearly the margins of an alphabet.
But any average, quote unquote, average company in the S&P is not nearly as impressive, isn't growing nearly as fast, doesn't have nearly the margins of an alphabet.
But any average, quote unquote, average company in the S&P is not nearly as impressive, isn't growing nearly as fast, doesn't have nearly the margins of an alphabet.
Well, I really think this company of all of the big tech right now is the most undervalued and it's being overly punished because of this existential threat of open AI and the notion of antitrust. One, I think is overstated. I think they are absolutely striking back in terms of AI. And two, I think antitrust- Will be a good thing.
Well, I really think this company of all of the big tech right now is the most undervalued and it's being overly punished because of this existential threat of open AI and the notion of antitrust. One, I think is overstated. I think they are absolutely striking back in terms of AI. And two, I think antitrust- Will be a good thing.
Well, I really think this company of all of the big tech right now is the most undervalued and it's being overly punished because of this existential threat of open AI and the notion of antitrust. One, I think is overstated. I think they are absolutely striking back in terms of AI. And two, I think antitrust- Will be a good thing.
if the law was passed and they had to spend something, would actually be accretive to shareholders. There is no reason. Alphabet, at the end of the day, is a much more impressive company than your average S&P company. And yet it's trading at 18 or 19 versus 25. And it's traded at an average of 26 over the last five years.
if the law was passed and they had to spend something, would actually be accretive to shareholders. There is no reason. Alphabet, at the end of the day, is a much more impressive company than your average S&P company. And yet it's trading at 18 or 19 versus 25. And it's traded at an average of 26 over the last five years.
if the law was passed and they had to spend something, would actually be accretive to shareholders. There is no reason. Alphabet, at the end of the day, is a much more impressive company than your average S&P company. And yet it's trading at 18 or 19 versus 25. And it's traded at an average of 26 over the last five years.
And even this year, even with its bump up yesterday, it's down 12% year to date. This is an impressive company that in some I think is undervalued.
And even this year, even with its bump up yesterday, it's down 12% year to date. This is an impressive company that in some I think is undervalued.
And even this year, even with its bump up yesterday, it's down 12% year to date. This is an impressive company that in some I think is undervalued.
Let me bring in a totally unrelated topic. Okay. Sundar Pichai and Satya Nadella, two guys who've created unbelievable market cap, hundreds of thousands of high-paying jobs, incredible ecosystem, incredible shareholder value. Sundar's from Madurai, India, and Satya is from Hyderabad, India.
Let me bring in a totally unrelated topic. Okay. Sundar Pichai and Satya Nadella, two guys who've created unbelievable market cap, hundreds of thousands of high-paying jobs, incredible ecosystem, incredible shareholder value. Sundar's from Madurai, India, and Satya is from Hyderabad, India.
Let me bring in a totally unrelated topic. Okay. Sundar Pichai and Satya Nadella, two guys who've created unbelievable market cap, hundreds of thousands of high-paying jobs, incredible ecosystem, incredible shareholder value. Sundar's from Madurai, India, and Satya is from Hyderabad, India.
The fact that we are not saying to every Indian, golden visa for anyone, I can tell you, and I'm being a racist here. I think the Indian population that immigrates to America is some of the most accretive, positive human capital flow in history. Walk around the halls of Stern,
The fact that we are not saying to every Indian, golden visa for anyone, I can tell you, and I'm being a racist here. I think the Indian population that immigrates to America is some of the most accretive, positive human capital flow in history. Walk around the halls of Stern,
The fact that we are not saying to every Indian, golden visa for anyone, I can tell you, and I'm being a racist here. I think the Indian population that immigrates to America is some of the most accretive, positive human capital flow in history. Walk around the halls of Stern,