Added to YB: 2025-11-06
Pitch date: 2025-11-03
GOOG [bullish]
Alphabet Inc.
+11.44%
current return
Author Info
Investing w/ Martin is a former poker pro. Now I split my time between programming and investing. Switched from indexing to active mid-2022. Beat SPY every year since. Returned 30% in 2023, 71% in 2024, and ~35% YTD. I run an 85% net long/short book atm. Sign up for the newsletter.
Company Info
Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America.
Market Cap
$3.7T
Pitch Price
$276.57
Price Target
N/A
Dividend
0.27%
EV/EBITDA
24.50
P/E
30.52
EV/Sales
9.56
Sector
Interactive Media and Services
Category
growth
October Writeup: +42% YTD | Buy: Alphabet Inc.
GOOG: Bought at bottom ~$165 after IB liquidation issues, now 10.1% position. Believes Google will be very important company in future. Comfortable with AI exposure through GOOG vs data center plays due to daily usage of models, pricing sensitivity, and better understanding of business vs technical datacenter names.
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