In this episode, Scott Becker explores the five largest companies by market capitalization, sharing insights on Apple, NVIDIA, Microsoft, Amazon, and Alphabet.
Chapter 1: What is the focus of today's discussion?
This is Scott Becker with the Becker Private Equity and Business Podcast. And I'm going to talk through, I'm going to take off on a tweet I saw today that says you never really understand a company until you own shares in it. I think that is so right. That's a great quote from Walter Schwartz. Brought to us this morning by Value Theory or Value Investor on Twitter. But I think that's right on.
Chapter 2: What makes Apple the largest company by market cap?
But today's discussion is the five biggest market cap companies. I own shares in a couple of them. And you always follow these so much more closely when you actually own shares in them. So number one is Apple, which I don't own shares in directly. I own it through index funds. But number one is Apple, back as the king. Number two is NVIDIA, the company that Jensen Wang built.
Chapter 3: Why is NVIDIA considered a top market cap company?
Don't bet against Jensen. They're down 3% this year after this huge deep-seek scare, but seem to be rebounding just fine. Number three, ran by the CEO of the year, according to Fortune, Satya Nadella, is Microsoft. And they're right behind NVIDIA again. They had a bit of a shock to the system as their cloud revenues weren't as good last quarter as they expected, but overall doing great.
Chapter 4: What is Microsoft's position in the market cap rankings?
Amazon is number four. Amazon just became the number one revenue company in the world, passing Walmart. It's like Mel Robbins passing Joe Rogan. I know I've overdone that analogy, but fascinating. But Amazon, number four in total market cap. Hard to bet against Amazon. We own some of Amazon and Microsoft directly.
Quite frankly, I wish I owned some of Apple and Nvidia and Alphabet directly too, but waiting to keep my allocation where I want it in terms of cash to stocks and so forth, so not buying it yet. And number five is Google slash Alphabet coming at number five in the market cap stocks. So those are five of the largest, the five largest market cap stocks.
Thank you for listening to the Becker Private Equity and Business Podcast. And I thank every day my lucky stars for my producer, Chanel Bunger, who's just fantastic to work with. Chanel, a special shout out to you today. Thank you very, very much.