Thanks, Neil
We like both, and would be comfortable holding both:
KXS follows a Software as a service (Saa) business model, the revenue is highly recurring and predictable, and the company expects to grow its topline in the double-digit range, while expand profitability for many years
GOOG is cheap relative to earnings and to other large-cap tech names, the company is holding a ton of cash on the balance sheet, repurchasing shares aggressively and generating healthy cash flow year after year. Although growth has slowed down due to its huge size, we think GOOG’s segments like Youtube, Cloud, and Search will continue to do will in the foreseeable future.
If only one, we would side with GOOG, with its size and dominance in several of its business sectors.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in GOOG.