400tmax
I would like to start this article with a little historical discourse.
We only have to look 10 years into the past, when there was an Apple (AAPL) share with an almost single-digit P/E ratio. And it was precisely at
Alphabet: The Buffett Stock
Summary
- Alphabet is undervalued as the market overstates AI disruption risks and understates growth in Cloud, YouTube, and AI-driven search monetization.
- Google Search remains dominant with 89-90% market share; AI features like Search Summaries enhance user engagement and monetization potential.
- Cloud and YouTube segments are delivering double-digit growth and increasing profitability, providing strong support for Alphabet’s valuation.
- With a fair P/E of 25, I see 20-25% annual upside through 2030; Alphabet is a clear buy, echoing my Apple 2016 investment thesis.
Runner of the TEV Blog | Private InvestorI am a long-term oriented investor and in my early thirties. I hold a law degree and a doctorate in law and love investing and talking about my and others' investments. I regularly write about my research and investments on various investor platforms and the TEV Blog. **My articles represent my opinion only and in no way constitute professional investment advice. It is the responsibility of the reader to conduct their due diligence and seek investment advice from a licensed professional before making any investment decisions.**
Analyst’s Disclosure:I/we have a beneficial long position in the shares of GOOG, AAPL, META 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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