Professional
Added to YB: 2025-03-12
Pitch date: 2025-03-10
GOOG [bullish]
Alphabet Inc.
+79.2%
current return
Author Info
Arauca Capital is a long-biased alternative investment fund that invests in listed companies following Warren Buffett´s philosophy. Arauca thrives in finding and holding great businesses for long periods of time or as long as management executes. Visit the website.
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
$3.6T
Pitch Price
$166.11
Price Target
N/A
Dividend
0.28%
EV/EBITDA
22.57
P/E
27.38
EV/Sales
8.72
Sector
Interactive Media and Services
Category
growth
Arauca Capital Portfolio Holding: Alphabet Inc.
GOOG: Risk reversal strategy: long 2026 calls, short puts. Core biz undervalued at 18x fwd earnings. AI fears overblown; search evolving w/ AI overviews, lens, 5T annual queries. YouTube #1 US streamer. Cloud growing 30%, 17.5% margins. Waymo, Isomorphic Labs, Quantum Computing = free call options on future tech breakthroughs.
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