12 Comments

Thanks for this thorough breakdown. I like them too.

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Which segment do you like the most?

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Interesting question. I don't really think of it in those terms. Of course all the individual parts are promising. But I take a step back and see Google as one of the better ones of the magnificent sevens. It's also the cheapest. So you're getting a lot - 30% roic, 25% roce, high margins, lots of cash, double-digit revenue, and 2-year forward eps of over 20%. A nice sum of all the parts.

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Completely agree, very good article, thanks!

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Thank Sir!

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Clear and concise write up. That's the expected upside. I'm also writing up about Google on my next post of 365 Days of Learning Investing while mostly focusing on valuation.

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Interesting, do you find my valuation assumptions reasonable, excessive, or conservative?

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They are very reasonable. And 50+ analysts covering the company agree with you, too. :)

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Thanks,Ray, a wonderfully presented case, and one which is pretty hard to argue against.

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Thanks, Jeffrey. Are you more bullish on Cloud or YouTube?

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Thanks Ray! Just bought Google, and I found this breakdown helpful.

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Excellent overview! This drop after earnings can definitely be seen as a good entry point. I appreciate you sharing this.

I've actually recently wrote about GOOGL

https://divistockchronicles.substack.com/p/alphabet-inc-waiting-on-ai-breakthrough

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