$Alphabet(GOOGL.US)If you think in decade-scale trends like I do, Google is one of those companies that evolves rather than fades. It has:
1) A dominant cash-generating core (search & ads)
2) A growing high-margin cloud business
3) Deep investment in AI and future platforms
4) Optional bets (Waymo, Verily) that could be huge winners
It is a bit of an engineered compounder: slower, steadier, and resilient. Its stock has run up because investors finally see the AI and cloud story, but it also still trades at reasonable multiples relative to many peers. For me, its a good company to have at fair value. @Bridge Buzz SG
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
