Google: The Expert Bullfighter In A Bear Market

Aug. 12, 2022 7:30 AM ETAlphabet Inc. (GOOG), GOOGL5 Comments
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Summary

  • Google remains the building block in our long-term portfolio, given the amazing returns thus far and promising potential ahead.
  • Despite the impacts of Apple Privacy settings, GOOG has proven itself to be highly inflation-resistant with impressive profitability and cash flow.
  • GOOG is also trading at fair value, with a potentially similar 10Y return of 600% over the coming decade.

Torero being charged by bull, holding out cape, rear view

Photo and Co/Stockbyte via Getty Images

Investment Thesis

It is no secret that we are in a bear market now. However, Alphabet Inc (NASDAQ:GOOG) has proven to be an expert bullfighter in coaxing the bull against the rising inflation, while

Alphabet Revenue, Net Income, Net Income Margin, and Gross Margin

S&P Capital IQ

Alphabet Revenue By Segment

S&P Capital IQ

Alphabet Operating Expense

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Google Net PPE, Total Assets and CapEx

S&P Capital IQ

Google Cash/ Equivalents, FCF, and FCF Margins

S&P Capital IQ

Alphabet Projected Revenue and Net Income

S&P Capital IQ

GOOG 5Y EV/Revenue and P/E Valuations

S&P Capital IQ

GOOG 5Y Stock Price

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This article was written by

Juxtaposed Ideas profile picture
5.04K Followers
I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.Prior to Seeking Alpha, I worked as a professionally trained architect in a private architecture practice, with a focus on public and healthcare projects. My qualifications include:- Qualified Person with the Board of Architects, Singapore.- Master's in Architecture from the National University of Singapore.- Bachelor in Arts from the National University of Singapore.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.

Disclosure: I/we have a beneficial long position in the shares of GOOG, AMZN either through stock ownership, options, or other derivatives. 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: The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss.

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