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Alphabet Inc. (GOOGL): A Bull Case Theory

We came across a bullish thesis on Alphabet Inc. (GOOGL) on Sergey’s Substack. In this article, we will summarize the bulls’ thesis on (GOOGL). Alphabet Inc. (GOOGL)'s share was trading at $166.18 as of 3rd June.  (GOOGL)’s trailing and forward P/E were 18.55 and 19.23 respectively according to Yahoo Finance.

[caption id="attachment_963040" align="aligncenter" width="750"] Photo by Firmbee.com on Unsplash[/caption]

Alphabet Inc. (GOOGL) posted stable +12% YoY revenue growth in Q1 2025, underpinned by strength in Cloud and Subscriptions, even as Search and YouTube growth...