Professional
Added to YB: 2019-07-15
Pitch date: 2019-07-15
GOOGL [bullish]
Alphabet Inc.
+443.51%
current return
Author Info
1 Main Capital is a long-biased investment partnership that invests primarily in high-quality, attractively valued, growing businesses. Visit their fund 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
$3.8T
Pitch Price
$56.91
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
value
1 Main Holdings position: Alphabet Inc (GOOGL)
GOOGL missed Q1 rev growth expectations at 19% CC due to ad product changes, but 39% paid click growth shows strong underlying demand. Despite antitrust concerns, GOOGL's $20B+ annual rev growth & 15x P/E ex-cash remain compelling. Breakup could unlock value for shareholders.
Read full article (2 min)