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Added to YB: 2024-01-12

Pitch date: 2024-01-12

GOOGL [bullish]

Alphabet Inc.

+119.46%

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

$3.8T

Pitch Price

$140.94

Price Target

N/A

Dividend

0.27%

EV/EBITDA

24.75

P/E

30.83

EV/Sales

9.66

Sector

Interactive Media and Services

Category

growth

Show full summary:
Tsai Capital Holding: Alphabet ($GOOGL)

$GOOGL: 90%+ global search share, owns YouTube. AI/LLM & YouTube competition concerns, but moats intact. Google ecosystem to drive high single-digit ad rev growth 5+ yrs. GCP + other biz potential. $106B net cash, strong FCF.

Read full article (1 min)