GOOGL

Alphabet Inc - Ordinary Shares - Class A

TMT


Presented:08/25/2021
Price:$142.08
Cap:$1,894.64B
Current Price:$165.46
Cap:$2,036.81B

Presented

Date08/25/2021
Price$142.08
Market Cap$1,894.64B
Ent Value$1,551.71B
P/E Ratio30.81x
Book Value$18.00
Div Yield0%
Shares O/S13,335.12M
Ave Daily Vol24,991,280
Short Int1.01%

Current

Price$165.46
Market Cap$2,036.81B
Alphabet, Inc. is a holding company, which engages in the business of acquisition and operation of different companies. It operates through the Google and Other Bets segments. The Google segment includes its main Internet products such as ads, Android, Chrome, hardware, Google Cloud, Google Maps, Google Play, Search, and YouTube. The Other Bets segment consists of businesses such as Access, Calico, CapitalG, GV, Verily, Waymo, and X. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Please note, Alphabet Inc. (GOOGL) reverse split on 07/18/2022 at a ratio of 20:1. The presented data has been updated to account for the change, however, the text of the note may refer to data based on the original presented price of $3552.

Publicly traded companies mentioned herein: Alphabet Inc (GOOGL), Amazon.com Inc (AMZN), Microsoft Corp (MSFT)

Highlights

The presenter is long shares of Alphabet Inc (GOOGL), expecting continued growth in its advertising and cloud businesses for the foreseeable future. Although the sentiment around GOOGL is better than it has ever been, he feels it’s a company that has always been somewhat doubted, particularly around investment initiatives. As the advertising and cloud businesses grow, he sees the stock compounding at 15% - 20% for the foreseeable future. 

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Idea Discussion

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