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Added to YB: 2026-03-20

Pitch date: 2026-01-27

GOOG [neutral]

Alphabet Inc.

-8.54%

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

$335.82

Price Target

N/A

Dividend

0.27%

EV/EBITDA

23.50

P/E

28.49

EV/Sales

9.07

Sector

Interactive Media and Services

Category

growth

Show full summary:
Latitude Global Fund Portfolio Holding: Alphabet Inc.

GOOG (trimmed): +66% 2025 returns, best large-cap tech performer. Vertically integrated AI model w/ unmatched data, processing power (TPUs), distribution across search/Gmail/Maps/YouTube. Added at lows on AI disruption fears, trimmed Oct after >100% rally. Cloud, Waymo benefiting from AI. Search moat intact. Now 24x P/E vs cheaper entry.

Read full article (2 min)