Berk Sure Has A Way

I posted a new article to Seeking Alpha yesterday.

Alphabet is no Qwikster

Summary:

• Alphabet provides transparency, focus, accountability and autonomy for the new CEOs.
• Google’s Alphabet corporate re-brand is no Netflix / Qwikster debacle.
• Expect that “what gets measured, gets managed” from a finance and strategy standpoint.

Disclosure: I am long GOOG.