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Added to YB: 2024-05-07

Pitch date: 2024-05-01

GOOG [bullish]

Alphabet Inc.

+89.11%

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

$163.55

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:
Third Point Portfolio Holding: Alphabet Inc.

GOOG: Funds invested on AI concerns. Alphabet's distribution & tech advantage positions it to unify & monetize products with AI. Google pioneered Transformers for LLMs. Generative AI to reduce content costs, benefiting Google Search as truth source. Employee growth outpaced revenue, but recent improvements & handling of unrest are encouraging.

Read full article (2 min)