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Thoughtful Investing
$3.2M
Followers
@fi_investor
04/29/2023
$GOOG
$GOOGL
stock in less than 240 characters
• 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
Fundamental
Internet
Technology
Data
Bullish
Growth
FANG
Long
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Thoughtful Investing
$3.2M
Followers
@fi_investor
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