My Top 2 Stocks: Amazon.com Inc. (AMZN) and Google Inc (GOOG)

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Where’s the competition?
Things get a little more complicated when it comes to my second-largest holding: Google Inc (NASDAQ:GOOG). Obviously, the most important thing to understand about the company is that it makes 87% of its money from online advertisements.

Companies are willing to pay so much for advertising with Google Inc (NASDAQ:GOOG) because the company holds the most oft-visited website and search engine in the world, and it knows a lot about its users, enabling it to tailor advertisements to meet the eyes of the right people.

That’s an enormous advantage to have, but CEO Larry Page won’t let Google Inc (NASDAQ:GOOG) rest on its search laurels. It continues to build this moat out through innovation — whether it be Gmail, YouTube, cloud-based offerings, or the Android mobile operating system.

The bottom line remains: Google offers products that help us organize both our lives aind substantial amounts of information. Because it does that, many of us use its products, and Google is able to collect data about all of us, in turn making it an even more formidable advertising machine.

The company now comprises 10% of my real-life stock holdings, as it has appreciated and beaten the market by 27% over the time I’ve owned shares. Though it’s gone on a run lately, I still think buying shares of Google Inc (NASDAQ:GOOG) is a great bet right now for a long-term investor.

What about our CEO?
Now that you know what my two top holdings are, I invite you to take a look at what our CEO and co-founder, Tom Gardner, has been up to. Last year, he sold all of his stocks, and he’s committed to holding anything he buys from here on out for at least five years.

For a limited time, he’s letting anyone see what his top two holdings are. My guess is that they’ll surprise you — but then again, his portfolio is already beating the market, having returned over 25%. Go ahead and take a look today for free!

The article My Top 2 Stocks: Amazon and Google originally appeared on Fool.com.

Fool contributor Brian Stoffel owns shares of Google and Amazon.com. The Motley Fool recommends Amazon.com, Google, and Netflix. The Motley Fool owns shares of Amazon.com, Google, and Netflix.

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