Amazon is highlighted as an extreme scenario with very low free cash flow margins, suggesting it will be analyzed in a future video.
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Is It Time to Sell My Favorite Stock?
Couch InvestorMar 15, 2026
The creator analyzes Alphabet (Google), discussing its valuation, free cash flow concerns due to increased capex, and growth drivers like Google Cloud and YouTube. Despite potential headwinds in free cash flow projections, the creator highlights strong revenue growth and insider buying as positive signals. The analysis includes DCF models with varying assumptions, ultimately concluding that while Google may not be as cheap as PE multiples suggest, it remains an excellent company that the creator has no intention of selling.
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Despite concerns about free cash flow due to increased capex, the creator holds Google Alphabet, citing strong revenue growth, insider buying, and its status as an excellent company.
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