GOOGL是高风险押注；因报告利润虚高（估值收益）和云客户不盈利，应避免在当前价格买入。
逐段跳播
我们讨论了“Google”作为一个赌注，你可以在这里看到它是红色的。Warren Buffett买入，所以当你是一个价值投资者时，你也应该买入。不是在当前价格。市盈率是16，那很便宜。
如果你为“Entropic”或“OpenAI”或他们拥有的任何东西调整它，就不是了。报告的利润仅仅是估值的收益。实际利润高于此。看那个视频。另外，如果你看看他们利润的现实、云增长以及客户是谁，你会发现客户是不盈利的，那是另一个问题。
因此，我在这里把它作为风险赌注的参考。我们将保留它们用于教育目的。这仍然是一个赌博，它可能翻倍。不要误解我，但现在这是一个与一年前完全不同的赌注。
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.
这个频道对 $GOOGL 的历次判断
Value Investing with Sven Carlin, Ph.D. 在这只股票上只有这一条判断。