GOOG: What's the Downside of Buying GOOG Here?

OguzO Capitalist
04-07

1.

$Alphabet(GOOG)$ holds $95 billion in cash and t-bills.

Yet, it's priced like it's going bankrupt at 14 times operating cash flow..

It's now cheaper than it was in Covid crash.

What's the downside of buying GOOG here, seriously?

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2.

People still want to believe that tariffs are just a negotiation strategy…

Well, they aren’t.

Trump thought tariffs was the solution back in 1989 and he still thinks that way.

This is not a negotiation strategy, this is the worst economic policy decision of the century.

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3.

$Amazon.com(AMZN)$ is now trading at 15 times operating cash flow, lowest in history.

Meanwhile free cash flow is expected to grow 33% annually for the next 5 years.

Can you tell me one reason why this shouldn't work incredibly well from here?

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Comments

  • Obhveron
    04-14
    Obhveron

    Great article, would you like to share it?

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