Alphabet: Market's Panic Spells Opportunity

Summary

  • My Alphabet Inc. thesis, which I will detail for you today, has been playing out exactly as expected.
  • The market has been panicking about search; meanwhile, Google Cloud Platform, YouTube, and Android continue to grow at healthy rates at ever bigger scales.
  • Today, I will walk us through my Alphabet thesis; then, we will walk through the financials of each of the above-mentioned lines of business.
  • In short, I continue to believe Alphabet is a fantastic business whose GCP asset will prove to be particularly compelling over time, driving GOOGL shareholder returns over the long run.
  • Looking for a helping hand in the market? Members of L.A. Stevens Research get exclusive ideas and guidance to navigate any climate. Learn More »

Stock Market Panic

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My Alphabet Thesis

My LASR Index (L.A. Stevens Research Index) owns only a small amount of Alphabet Inc. (NASDAQ:GOOGL, NASDAQ:GOOG) stock. Nevertheless, I take each tenth of a percent of the portfolio very seriously, so I devote a

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This article was written by

17.85K Followers

Louis Stevens is a former U.S. Army engineer officer who holds an MBA and a BA in political science. Since beginning his journey publishing investment research, Louis has become one of the leading analysts in the investing community, ranking in the top .1% according to TipRanks.

Louis created L.A. Stevens Research in which he runs the LAS Index, a basket of stocks chosen via his proprietary method for investing, which has consistently outperformed the indices since its launch.

Whether you're just getting started, a busy professional, or seasoned veteran running a fund of your own, Louis has served folks like yourself throughout his career in equity research and investing. Learn more.

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