Varun Malhotra

Simplifying business, investing & tech. Google-acquired founder.

[Varun Malhotra @VarunUnboxed]

$GOOGL is undervalued here and here are 5 things no one is talking about.

1) Commoditizing AI: similar to how Google won the free platform of Android and Chrome they will do the same here with AI

2) YouTube Data is the richest dataset which has text, audio and video for training their LLMs

3) Waymo can eventually get embedded with Google Maps for easy access consumers are used to

4) Sum of parts analysis below shows its well over $200 a share. I think cloud is actually worth more and Waymo less

5) The real moat is Google has world class ML/AI engineers lead by the brain team which will continue to embed AI across all products

Credit to @ftr_investors and @patientinvestor for the image

[Varun Malhotra @VarunUnboxed]

@rauchg My go to was 3x of those burger and a Diet Coke

[Varun Malhotra @VarunUnboxed]

@markgadala We would read the ingredients on shampoo bottles

[Varun Malhotra @VarunUnboxed]

@markgadala Gemini slowly rolling out features I’ve been used to with ChatGPT, love it

[Varun Malhotra @VarunUnboxed]

@MMoney642 I’m long Google I just don’t like to look at the forward P/E I like to look at the economic moat and the opportunities it has that’s not being priced in. A quick assessment of projected cash flows a few years out is good but trying to guess next year is difficult

[Varun Malhotra @VarunUnboxed]

Everyone running a team even if it’s not in tech should read this. Especially around head count, head count has been a way to signal you have leverage and gives you social status. That mindset and framework needs to be broken

[tobi lutke @tobi]

I heard this internal memo of mine is being leaked right now, so here it is:

[Varun Malhotra @VarunUnboxed]

If you found this post helpful, please share and you can watch the entire video here:

https://t.co/CP9PwbIDjb

[Varun Malhotra @VarunUnboxed]

Howard Marks' interview on Bloomberg Television offers valuable insights for investors navigating the current economic landscape.

He revealed:
•Globalization shift creates uncertainty
•Tariffs may fuel inflation
•Credit yields look relatively better

5 insights for investors 👇

[Varun Malhotra @VarunUnboxed]

5/ The U.S.'s dominance as an investment destination might be waning.

Concerns about the rule of law and predictability could make the U.S. less comparatively attractive for investment. "It's I think it's probably still the best place, but it's less best than it used to be, because I think that, you know, if you think about the things that made it the best place. One of them was the rule of law. That may be less the fact today. One of them was the predictability of outcomes that may be less today

[Varun Malhotra @VarunUnboxed]

@InvestingCanons Curiosity goes a long way, makes what feels like work for others feel like play for you

[Varun Malhotra @VarunUnboxed]

@MrBeast Legend as always. I remember the days this man counted to 100,000

[Varun Malhotra @VarunUnboxed]

@chamath Would be careful holding junk bonds here, not worth the extra yield

[Varun Malhotra @VarunUnboxed]

@InvestInAssets I’m still surprised he didn’t buy Adyen when he had the chance when he was saying for a few years he would if he got the chance. Shows how hard the game is and how sentiment can impact rationale and long term decision making even to someone like Smith

[Varun Malhotra @VarunUnboxed]

@drewfallon12 First thing I think when I see these

[Varun Malhotra @VarunUnboxed]

@apollonator3000 Invest in the companies doing the models like Google, the ones with the picks and shovels like ASML and long term find the killer apps in the space that can scale and invest early if possible

[Varun Malhotra @VarunUnboxed]

@awilkinson I agree but can we also agree to do the same if we compare ourselves with Warren Buffett and Berkshire? It’s gotten out of control for anyone doing well investing capital