GOOGL

Alphabet is a leader in AI research and capability, with strong applications including Waymo. The company’s innovative approach and powerful position in AI make it a solid long-term investment.

The investor believes in Alphabet's competitive advantage and ability to deploy capital at high rates of return, which supports its growth potential.

Google is one of the biggest positions in the fund due to its powerful network effects and the fact that people need its services. With eight products having over a billion users, it demonstrates stro

Alphabet has been a long-term holding due to its strong cash flow generation and the need for optimization in its business model. The appointment of Ruth Porat as CFO was seen as a positive move to en

Alphabet is under-earning in certain areas due to cyclical factors, such as travel, and investments through the income statement in projects like Waymo and Verily.

Alphabet's spending on 'Other Bets' depresses its earnings, inflating the stated P/E multiple. Adjusting for this spending and the cash on the balance sheet reveals that investors are not paying much

The investment in Google is viewed as a long-term hold despite current headwinds in the advertising market. The company has strong fundamentals, including ownership of the Android platform and a robus

We bought Google in 2012 at a very attractive valuation of around 9-10x forward EV to EBITDA and 12-13x forward earnings. It was compounding its value at over 20%, and we believe it continues to compo

Google's search engine has proven to be superior to its competitors, making it difficult for new entrants to disrupt its market position. The company is expected to grow at a rate that exceeds GDP gro

We own Google now and have since 2011, indicating our belief in its long-term value and growth potential.

Julian Robertson is considering shifting his TIPS into something like Google, indicating a belief in its growth potential alongside Apple.

Dave Samra mentioned that they bought Google below $300 per share, which was implying around 13x earnings. This suggests that he sees value in the company due to its strong business fundamentals despi