Professional
Added to YB: 2025-09-08
Pitch date: 2025-08-25
GOOGL [bullish]
Alphabet Inc.
+48.76%
current return
Author Info
No bio for this author
Company Info
Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America.
Market Cap
$3.7T
Pitch Price
$207.19
Price Target
N/A
Dividend
0.27%
EV/EBITDA
24.50
P/E
30.52
EV/Sales
9.56
Sector
Interactive Media and Services
Category
growth
Saltlight Capital Portfolio new position: Alphabet Inc.
GOOGL (new position): Facing innovator's dilemma as AI threatens $200B search biz. Bull case: world-class Gemini LLM, cost advantage via TPUs (20-30% savings vs GPUs), 7 platforms w/ 2B+ users each for AI integration, shift to agent-based revenue model. Risks: antitrust ruling imminent, AdTech case loss.
Read full article (4 min)