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Alphabet Research Report

Thomas Chua by Thomas Chua
19 June 2022
in Investing
12 min read

Insider Stocks · For members

An entry from my investing journal, for members.

Alphabet is the parent company of Google and they make money primarily through three ways: (1) Advertising revenue accounts for the lion share of their revenue. This comes from the Google Search, Youtube and Google Network partners’ properties (“Google Network properties”). (2) Non-advertising revenue such as Google Play, hardware, and YouTube non-advertising. (3) Google Cloud. […]

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Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.

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