Professional
Added to YB: 2026-01-16
Pitch date: 2026-01-06
GOOGL [neutral]
Alphabet Inc.
+5.86%
current return
Author Info
No bio for this author
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
$4.1T
Pitch Price
$314.36
Price Target
N/A
Dividend
0.25%
EV/EBITDA
26.60
P/E
33.14
EV/Sales
10.38
Sector
Interactive Media and Services
Category
value
Tapasya Fund Portfolio Holding: Alphabet Inc.
GOOGL (holding update): Market underestimated competitive moats around core business. AI/search concerns & antitrust risks were overblown, driving undervaluation. Top-performing Mag 7 stock in 2025. Long-term hold monitoring AI search impact, capex levels, cloud growth. Market hasn't recognized Waymo value yet.
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