Added to YB: 2026-08-18
Pitch date: 2026-08-16
GOOG [bullish]
Alphabet Inc.
-0.76%
current return
Author Info
Value Investing Substack is finding stocks with low valuations | Diversified Portfolio with 11% CAGR | Former PM & equity analyst, featured on Nikkei. 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
$4.2T
Pitch Price
$344.06
Price Target
N/A
Dividend
0.25%
EV/EBITDA
23.04
P/E
17.36
EV/Sales
9.23
Sector
Interactive Media and Services
Category
growth
$GOOG is the new AAPL
GOOG: Value_investing_substack argues Buffett's new GOOG stake mirrors his AAPL playbook. Bought AAPL at 16x PE (6.25% yield), EPS 4x'd to 25% yield in 10yrs. GOOG bought ~25x PE, growing EPS ~20%/yr, implying 4%→25% yield in 10yrs. Thesis: Search moat, not AI, is the draw; AI spend akin to AAPL buybacks.
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