Everyone says GOOGLE is dead. (We did the math).

Описание: 👉🏽 Try Screenwich now! - https://screenwich.com/
📬 Newsletter: https://coldbrewmoney.substack.com/

📝 DESCRIPTION:
Wall Street analysts are split: Bank of America says Google (Alphabet) is undervalued, while Morningstar claims it's overvalued. So, which is it? In this video, we ignore the noise and conduct a complete fundamental analysis to find Alphabet's (GOOGL $GOOG) true intrinsic value and determine if there is a margin of safety at today's price.

What you will learn: • The 5 key parts of Google's business model (and where $264B comes from). • Alphabet's 4 biggest risks (AI, Regulation, Competition) and if they'll hurt the moat. • Google's primary growth drivers (Gemini AI, Cloud, Waymo). • A full fundamental valuation to find GOOGL's intrinsic value.

#ValueInvesting #Google #GOOGL #Alphabet
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⏱ Timestamps:
[00:00] Experts Disagree on Alphabet Stock
[00:36] Google's Business Model: How Alphabet Makes Money
[01:04] Key Risks for Google Stock (2025 Analysis)
[01:09] Risk 1: Is Google Search Dying? (vs. OpenAI & Perplexity)
[02:06] Risk 2: Government Regulation & Antitrust Cases
[03:02] Alphabet's Future Growth Drivers
[03:08] Google AI & Gemini Models
[03:47] Growth Driver 3: Long-Term Bets (Google Waymo & DeepMind)
[04:05] Google Stock Financials: Analyzing The Numbers
[05:28] Google Stock Valuation: Calculating Fair Value
[06:38] The Honest Truth: Is Alphabet (Google) Stock a Buy Now?

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😎 Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/

🚫 Disclaimer:
The information in this video is general information only and should not be taken as constituting professional advice from Atit, Tapan, Screenwich, or Cold Brew Money. Atit, Tapan, Screenwich, or Cold Brew Money are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit, Tapan, Screenwich, or Cold Brew Money are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.