Buy and hold Alphabet forever; strong cash flow from core business plus multiple growth engines in AI, cloud, and other tech support the thesis.
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Number two is Alphabet or Google. I'm buying this and holding forever because its dominant search and advertising business generates enormous cash flow while its leadership and AI, cloud, YouTube, and other emerging technologies gives it multiple engines for long-term growth.
One of the most interesting parts is that you're getting exposure to several potential future giants beyond search and YouTube. Whimo. This is Alphabet's autonomous driving company already operating commercial robo taxi services and expanding into more US cities in Europe.
SpaceX. Alphabet has a 4.2% stake making it one of SpaceX's largest shareholders. Anthropic. Alphabet has made major investments in the claude AI company, giving Google indirect exposure to another potential AI powerhouse.
Isomorphic Labs, Alphabet's AIdriven drug discovery company, using DeepMind technology to attack pharmaceutical research and drug development. Google DeepMind, technically part of Alphabet rather than a separate investment, but potentially one of the company's most valuable long-term assets as AI advances.
When Google dropped a bunch about a year or two ago, I was telling my private group that I'm buying a lot now and a lot of them did too. And most recently, it's gone up a bunch.
And since it's gone up, I've just gone back to just dollar cost averaging, not adding extra extra more to it each and every month because at this point it seems more fair valued.
What this channel has said about $GOOGL
Investing Simplified - Professor G has only this one call on this stock.