The creator views Google as a strong business at a fair price, suggesting a 'hold' stance with a strategy of buying dips.
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The creator analyzes Google's (GOOGL) recent earnings, highlighting that while reported EPS showed a signif...
Jul 23, 2026
The creator analyzes Google's (GOOGL) recent earnings, highlighting that while reported EPS showed a significant increase, it was inflated by non-recurring gains. After adjusting for these, EPS missed expectations. However, the underlying business is strong with accelerating revenue growth in key segments like cloud, and improving operating margins. Despite concerns about free cash flow and dilution from equity raises, the creator believes Google is a great business at a fair price, not a cheap one, and suggests starting small and buying dips.
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