
NASDAQ:GOOG
Revenue growth will continue to be strong. Will benefit from more and more digital advertising. If he had to choose this or Facebook, he'd choose FB, but it's close.
GOOG vs. AAPL Alphabet is a more reasonable valuation, so he'd choose this to deploy capital right now. He still really likes Apple, though it's not cheap. It's still about the ecosystem and luxury. He respects how good their products are. Beginning of a serious upgrade cycle with 5G. He's dubious of the iCar, as it's lower margin, tough business, capitally intense.