Alphabet May Become The Largest Company In The World, Here's How

(15min)

Summary

  • I believe that Alphabet is moving more rapidly to grow a number of its divisions. I believe market participants will raise its value higher.
  • We see Waymo opening a number of new cities in rapid succession and gaining share. Waymo should receive the same valuation for Robotaxi that Tesla does.
  • Google cloud platform is profitable and growing at 30% per year. Renewing an effort to take market share from Microsoft Office via a potentially very large deal with the GSA.
  • This idea was discussed in more depth with members of my private investing community, Group Mind Investing. Learn More »
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Alphabet May Become the Largest Company in the World or get mighty close, Here’s How

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This article was written by

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David H. Lerner is an analyst with a decade of experience utilizing his professional background in software consulting and technology to identify market trends and provide long and short trade ideas. David employs a combination of technical analysis and market psychology to capitalize on narratives for outsized returns. He also utilizes “Cash Management Discipline,” a simple trading style to hedge against the volatility of today’s market climate.

He leads the investing group Group Mind Investing where he uncovers actionable trading and investing ideas nearly every day. Other features include: long and short swing trade alerts, daily macro analysis, weekly articles, and chat for community interaction and questions. Learn More.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of GOOGL 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.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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