Professional
Added to YB: 2025-03-12
Pitch date: 2025-03-10
GOOG [bullish]
Alphabet Inc.
+86.81%
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
$166.22
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
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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