Google: Remains A Good Long-Term Investment Opportunity


  • Alphabet provided moderately negative 4Q financial results.
  • Google Search Segment: Slowing down amid shrinking ad budgets.
  • YouTube: Growing engagement with a temporary decrease in monetization.
  • In terms of the ratio of the EV / EBITDA multiple to the sum of revenue growth with the FCF margin, Alphabet’s multiples look better than peer multiples.
  • As a result of reporting, I keep my bullish view on Alphabet’s share.
South Lake Union Tech



As part of my preview of Alphabet’s (NASDAQ:GOOG) (NASDAQ:GOOGL) 4Q earnings, I noted that I expect a generally neutral quarterly report. In fact, that is what happened. A 3% fall in stocks after the publication of financial statements partly offset

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in GOOGL over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: This is not investment advice. I am not an investment adviser. Before making any investment, please do your own research!

Leave a Reply

Your email address will not be published. Required fields are marked *