How Parkev Tatevosian, CFA’s view on $GOOGL changed

2026-10-01Bullish
“Better Buy: Microsoft or Alphabet? | MSFT Stock vs. GOOG Stock”
Alphabet is preferred for new investment over Microsoft due to better valuation, higher expected revenue growth, and superior ROIC and revenue per employee metrics.

So, Alphabet and Microsoft are two companies I've been interested in for over a decade. I follow these two companies closely . They are among the largest buyers of AI components and AI data center builders.

They are among the largest companies in terms of market capitalization in the United States and around the world. In addition, I own shares in both companies, Microsoft and Alphabet.

2026-09-27Bullish
“I'm Updating My Outlook on Alphabet Stock”
GOOGL is a high-conviction buy; considered a Hall of Fame company that is fairly valued or slightly undervalued.

At Goldman Sachs' technology conference in September, Alphabet informed investors that its artificial intelligence performance outperformed competitors by 2.7 times, with 80% better price performance in inference.

Alphabet has the complete technological infrastructure, from dedicated processing units to large language models and products that include more than one billion users across six different product lines .

This allows the company to spread the costs of investing in artificial intelligence across a broader customer base.

2026-09-03Bullish
Subscribe or start a trial to unlock this step
1 earlier entry need a subscription
The latest 2 are free to read. Earlier entries keep their date and direction; the text unlocks with a subscription.
Subscribe · 30-day full trial