← Becker Private Equity & Business Podcast
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Wix. It's where website creation meets AI and where your boldest ideas become real. It just takes one platform to build a site that looks great and does everything you need it to. And it just takes one person you to start taking care of business like a 10 person team with AI tools for creating an entire website from scratch or testing new ways to make money. WIX is there with you from day one. Try it out now@wix.com this is Scott.
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Becker with the Becker Business, the Becker Private Equity Podcast. We try each day to bring you one to two business insight episodes or market insight episodes and then typically as we get going for the new year, an interview a day with a brilliant business leader or at least a very good business leader, if not brilliant. In any event, today's discussion is is Microsoft and Costco. So we're going to talk about Microsoft and Costco, these two and we'll also touch on a few other stocks very quickly. But a great story in the Motley fool and I love the Motley fool for the sort of straightforward take on stocks and their thoughts on it. They had a great take this morning that these are two of the stocks that you ought to buy and hold forever in your portfolio. And again, you know, whether stocks can go bad or good can always happen and so forth. But we are a holder directly of Microsoft. This may or may not inspire me to be a holder in Costco as well. But Costco over a long period of time seems to keep on performing really well in a difficult retail environment. So give them great credit. There's one other story here. So Microsoft, we are a holder in it's performed okay this year. Not great. I think right now it's sitting fourth in the market cap wars, Nvidia number one, Apple number two, Alphabet number three and Microsoft number four. But it's performed fine. But hopefully it's cloud revenues get going again. It's got this great business to business Software. It's got LinkedIn. It's got so many different pieces of the puzzle that let's hope it has a great year and Costco keeps on performing. The other great story I saw this morning in Motley fool that I really liked or I saw it yesterday was a story about which stock is the most likely to hit 5 trillion. And what's fascinating here is its tagline in the story is hint, it's not Nvidia. So they think Google Alphabet has great chance hitting 5 trillion first. And I'm not sure it'll be Google Alphabet Nvidia. They also mentioned in the same story, Microsoft again. Microsoft seems to have a little bit slowing growth but still a great profit engine. Google seems to have both great growth and great profits and great margins. Nvidia all those things as well and actually got much higher again back recovered a lot in market cap the last couple of weeks. But, but again the the tagline was that maybe Google Alphabet will be the stock that hits it the best. That is the that that ends up winning the market cap race to 5 trillion. We'll see. Interesting enough, Apple's no longer talked about as one of the most likely to hit 5 trillion. But you never know with Apple too because they've got so many pieces that ecosystem that can make that grow as well. In any event, those are true the stories we're following today. One concept Microsoft and Costco is two stocks sold for generation wealth, generational wealth. And again we hold Microsoft directly, we don't hold Costco. The second story was which is the stocks is the most likely to make it to 5 trillion. And again the concept being that it's Nvidia, Google slash Alphabet and Microsoft but Alphabet having as good a shot as Nvidia to do so based on the great margins and their great growth. Thank you for listening to the Becker Business. The Becker Private Equity Podcast will remind you again at any time. Please go on Amazon. Preorder our new book Building Great Businesses, Create Momentum, Overcome Setbacks and Scale with confidence. Thank you for listening to the Becker Business and the Becker Private Equity Podcast. God bless you all and have a great 2,026.