Added to YB: 2026-07-30
Pitch date: 2026-07-27
GOOG [neutral]
Alphabet Inc.
+2.43%
current return
Author Info
Asymmetric Investing analyzes stocks that have an asymmetric return potential of 10x (or more) over the next decade. 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
$4.1T
Pitch Price
$327.80
Price Target
N/A
Dividend
0.26%
EV/EBITDA
22.25
P/E
16.74
EV/Sales
8.91
Sector
Interactive Media and Services
Category
N/A
What Does Alphabet's Plunging Stock Tell Us?
GOOG (trimmed position): Shares -20% from May high on AI capex fears. Went FCF-negative in Q2. ~$200B capex this yr, ~$300B next, needing ~$300-500B incremental rev to justify 10% ROA. Core biz solid ($154B op income), Cloud +82% Q2. Author asks if ROI exists; sold some in July, may trim more—winning in AI may be value-destructive.
Read full article (3 min)