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The Mighty Google Search Engine

Thomas Chua by Thomas Chua
29 June 2022
in Investing
5 min read

Insider Stocks · For members

An entry from my investing journal, for members.

Click here to read the latest research report on Alphabet if you haven't already. To understand why it is so difficult to compete with Google, let's look at how the search engine has evolved over the years. The Love Hate Relationship With Marketers Yes, Google constantly has to compete with markets who are trying to […]

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The rest of this entry is for members

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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  • Alphabet Q1 2026: The Thesis Has Played Out22 May 2026

Everything I’ve written on Alphabet →

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