The Intrinsic Value Podcast 对 $GOOGL 的判断变化

What It means for us who We own companies like Alphabet and Amazon in Our investment portfolio?

I have I just spoke, I think We had a discussion years in the community before Two days, where he wondered People are asking whether it is from It is necessary to grant companies such Amazon and Google Microsoft multipliers It's different now that These companies became Deeper in debt Ever, but Basically, isn't that right?

About 18 months ago, Shawn pitched Alphabet as the cheapest of the Mag 7 back when the market was busy pricing in the death of search. But since that episode, the stock has roughly doubled and the death of search never actually showed up.

What did show up as a company that now plans to spend around $200 billion in a single year on data centers, has stopped buying back its own stock entirely, and has raised over hundred billion in capital to fund this spending.