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Alphabet in the AI Era

Thomas Chua by Thomas Chua
2 May 2024
in Investing
6 min read

Insider Stocks · For members

An entry from my investing journal, for members.

It seems like Alphabet has entered its own “year of efficiency”, garnering favorable attention from Mr. Market.  Alphabet's revenues reached $80.5 billion this quarter, marking a 15.4% year-over-year (yoy) growth. Despite widespread concerns that AI innovations might disrupt Google Search, the segment demonstrated robust health with a 14.4% year-on-year growth to $46.2 billion, showing resilience […]

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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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Everything I’ve written on Alphabet →

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