Alphabet (GOOG) 🌐 - Share Chat

Hey everyone

For anyone interested in Alphabet/Google, you may find my latest stock analysis video useful.

In this video I analyse Google’s stock ($GOOG) ($GOOGL) using fundamental analysis.⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀

I go through Google’s business summary & sales breakdown to get an understanding of the business. After this, I go through my analysis checklist and then value Alphabet’s stock using the discounted free cashflow method.

Let me know your thoughts!⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀

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Happy cake day!

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Thank you! (Moooo!) 2 years on the forum has absolutely flown by… I’m user 37,xxx

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An interesting interview with the CEO of Alphabet

Waymo are now really racking up some mileage on their i-paces in SF

As noted in replies: with this amount of miles in a relatively complex urban environment I think this year’s CA DMV disengagement report should be a good indicator of how far away real AD solutions are.

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Interesting article.

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Interesting:

20 to 1 split coming up

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Will be interesting to see if Amazon announce something similar on Thursday.

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3043 premarket. That would mark an all time high for Alphabet (if it can hold during reg hours).
image

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Does fractional shares also get split ? Or only whole stock share will be split and fractional will be sold ?

Fractional shares also get split so if you had half a share, you would end up with 10 following the split (assuming it is a 1:20 split)

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That’s wonderful of freetrade

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Fundsmith has opened a position in Alphabet, according to the latest factsheet. It’s a bit of a strange one as Terry Smith has been pretty critical of Google during past shareholder meetings.

I think he considered their ROIC a bit low previously.

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A summary of the Morgan Stanley Conference from a couple of days ago. Not too much groundbreaking information that wasn’t already discussed in the Q4 earnings call.

  1. Looking into developing and incorporating AI into search for it to be more human like and more ‘Conversational.’ There are plans for Google Search to incorporate lens features. For example, taking a picture of a bike with immediate suggestions asking, “How do I fix this” or “What model is this bicycle?”

  2. Further development of Google Cloud with the introduction of productivity tools. The acquisition of Mandiant will also increase its security, thus its USP and market share.

  3. Specific improvements are being made constantly to the retail search category. This will result in user growth, higher merchant spending, and more overall transactions per customer. This is done through connecting users to merchants better in building an open ecosystem with partners such as Shopify and Square.

  4. The increase in capex the last year involved investments in data centres, offices, and their move to hire talent aggressively. Also, more share repurchasing is to be expected in the future.

  5. As for Waymo, more progress is being made in SF in attempts to get through regulation and tests, while tests have also begun in NY. There was also a brief announcement of Waymo Via, as they plan to venture into the logistics space in the future as well.

  6. Finally, they touched on Alphabet’s position in emerging markets, specifically India and Africa. There continues to be large sums of investments in those regions to secure the next billion users (Eg. $10b India digitisation fund to build digital ecosystems, and $1b investment in Africa).

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