$GOOGL

GOOGL is a risky bet; avoid buying at current prices due to inflated reported profits (valuation gains) and unprofitable cloud customers.

Bearish
“5 Interesting Value Bets From Investing Quadrant”
Value Investing with Sven Carlin, Ph.D.Published Sep 3 · 1 passage

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We discussed "Google" as a wager, and you can see it here in red. Warren Buffett buys, so when you're a value-seeking investor, you should buy too. Not at current prices. The price-to- earnings ratio is 16, that's cheap.

Not if you modify it for "Entropic" or "OpenAI" or whatever they own. The reported profits are merely gains in valuation. The actual profits are higher than that. Watch that video.

Also, if you look at the reality of their profits , cloud growth, and who the customer is, you will find that the customers are unprofitable, and that is another problem. Therefore, I am placing it here as a reference for a risky bet.

We will keep them for educational purposes. It's still a gamble, and it could double. Don't misunderstand me, but it's a completely different bet now than it was just a year ago.

What this channel has said about $GOOGL

Value Investing with Sven Carlin, Ph.D. has only this one call on this stock.

2026-09-03BearishThis one
We discussed "Google" as a wager, and you can see it here in red. Warren Buffett buys, so when you're a value-seeking investor, you should buy too. Not at current prices. The price-to- earnings ratio is 16, that's cheap. Not if you modify it for "Entropic" or "OpenAI" or whatever they own. The reported profits are merely gains in valuation. The actual profits are higher than that. Watch that video. Also, if you look at the reality of their profits , cloud growth, and who the customer is, you will find that the customers are unprofitable, and that is another problem. Therefore, I am placing it here as a reference for a risky bet. We will keep them for educational purposes. It's still a gamble, and it could double. Don't misunderstand me, but it's a completely different bet now than it was just a year ago.
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