Lessons from Investment Gurus

The Most Important Thing

 Successful investing requires thoughtful attention to many separate aspects, all at the same time. 
Omit any one and the result is likely to be less than satisfactory.

The idea of the most important things—each is a brick in a solid wall, and none is dispensable. 

Is Google slow on the AI train? Might be the first real risk for them in a long time. 

Was also trying out you.com recently, and their performance and results are very impressive. Definitely expect a lot of innovation for search engines in the future

Is Google slow on the AI train? Might be the first real risk for them in a long time.   Was also trying out you.com recently, and their performance and results are very impressive. Definitely expect a lot of innovation for search engines in the future

Welcome to the coolest profile 💥💥💥 🚀 the most

Jozhe

For all that, this was Microsoft’s quarter—the period when its success in rolling out ChatGPT-powered advances in its Bing search engine and cloud services positioned it to take market share. Indeed, Microsoft Azure matched Google Cloud in revenue growth, which is impressive given that Azure is bigger. It also performed better in search, with 10% growth, although that’s less impressive given that Microsoft is much smaller in that sector, so it’s easier to post faster growth. And as weak as Google’s search growth was—2%—it was still an improvement on its December-quarter performance when revenue dipped. But of the two, Microsoft looks to have the advantage. 

https://www.theinformation.com/briefings/da9ee4?utm_source=sg&utm_medium=email&utm_campaign=article_email&utm_content=article-10356&rc=gzsl71

That certainly seems to be how investors see it. Microsoft stock rose 8.5% in after-hours trading, while Alphabet stock rose just 1.1%. Microsoft is ascendant in tech right now. Can this last?

For all that, this was Microsoft’s quarter—the period when its success in rolling out ChatGPT-powered advances in its Bing search engine and cloud services positioned it to take market share. Indeed, Microsoft Azure matched Google Cloud in revenue growth, which is impressive given that Azure is bigger. It also performed better in search, with 10% growth, although that’s less impressive given that Microsoft is much smaller in that sector, so it’s easier to post faster growth. And as weak as Google’s search growth was—2%—it was still an improvement on its December-quarter performance when revenue dipped. But of the two, Microsoft looks to have the advantage.   https://www.theinformation.com/briefings/da9ee4?utm_source=sg&utm_medium=email&utm_campaign=article_email&utm_content=article-10356&rc=gzsl71  That certainly seems to be how investors see it. Microsoft stock rose 8.5% in after-hours trading, while Alphabet stock rose just 1.1%. Microsoft is ascendant in tech right now. Can this last?

Alphabet has changed how it allocates costs among its different businesses, significantly reducing Google Cloud’s reported operating losses and slightly cutting the reported profits at Google’s ad bus

Briefing: Alphabet Revises 2022 Financials, Cutting Google Cloud’s Reported Losses 35%

I’m Sam, I’m the curriculum director at Gregorio Perfecto High School in Manila, Philippines. I’ve been an educator and administrator for just over 25 years. Our school is spending a good amount on edtech, but I don’t feel like we’re getting the most out of it. I’d love to learn from everyone what is working for them. Thanks!