Added to YB: 2026-01-30
Pitch date: 2026-01-22
GOOG [neutral]
Alphabet Inc.
-8.93%
current return
Author Info
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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
$332.49
Price Target
N/A
Dividend
0.28%
EV/EBITDA
23.23
P/E
28.08
EV/Sales
8.97
Sector
Interactive Media and Services
Category
value
The Curious Investor | An update & 8 new positions added in 2025 - New Position: Alphabet Inc.
GOOG (no longer attractive): Bought at $150.40 (18x P/E) when seen as AI loser with antitrust issues, now $321 after narrative shift to AI winner with unparalleled data access. Antitrust concerns faded. At 30x+ P/E, valuation no longer attractive despite 100%+ gains in 7 months.
Read full article (1 min)