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Thoughtful Investing's avatar
Thoughtful Investing
$5.7MFollowers
@fi_investorApril 29
$GOOG $GOOGL stock in less than 240 characters
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• Near 10-year valuation lows on P/E & P/FCF

• Growing revenue & EPS by double digit percentages

• Has a fortress balance sheet so there's a potential for growth acceleration due to optionality

• Result of reverse DCF looks reasonable
Dave Ahern's avatar
Dave Ahern
@ifb_podcastApril 29
Great job! Not easy to do 😁
Buying Your Time's avatar
Buying Your Time
@buyingyourtimeMay 3
It's one of those "obvious" buy for a more extended hold but is to its detriment for being so "obvious". A bit like $META a few months back, and now it's delivered some good gains. I think $GOOG is in the same camp.
Thoughtful Investing's avatar
Thoughtful Investing
$5.7MFollowers
@fi_investor
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