BlackJack3D
Investment thesis
My previous bullish thesis about Alphabet's (NASDAQ:GOOGL) stock did not age well, as the stock is now around 10% cheaper than it was on October 27. On the other hand, the last time I updated my Google coverage, it
Alphabet: A Nice Opportunity To Buy Cheap Before Earnings
Summary
- Google is expected to announce strong earnings on April 24, based on several key indicators.
- Google is uniquely positioned to be an AI "one-stop-shop," offering solutions across diverse applications.
- My DCF analysis suggests that Google stock is around 25% undervalued.
I am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, I have developed a keen interest in equity research and analysis of public companies. This interest has led me to render equity research services for a Dubai-based family office with over $20 million in assets under management (AUM). My expertise in finance allows me to provide valuable insights and recommendations to clients seeking to make informed investment decisions.I pride myself on my ability to analyze financial statements, evaluate market trends, and identify key drivers of growth in different industries. I am passionate about staying up-to-date on the latest developments and trends in the equity research industry, and I am always seeking to enhance my skills and knowledge through continuing education and professional development.
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.
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