Alphabet Inc (GOOG) Buy, Sell or Hold

Alphabet Inc (GOOG)

344.41

+0.73 (0.21%)

as of Sep 18, 2026, 8:00:00 pm Market Open.

1436 watching

PARTIAL SELL

He took profits, partly because of case 230 now in front of the Supreme Court (https://www.vox.com/policy-and-politics/2022/10/6/23389028/supreme-court-section-230-google-gonzalez-youtube-twitter-facebook-harry-styles), and potential weakness in online advertising. Also, the wider market didn't hold gains after the PPI data and has retreated--not a great sign. He forecasts an even up or down market through the end of 2022. He's holding onto some shares, because of December seasonality.

PAST TOP PICK

(A Top Pick Nov 02/21, Down 33%) Online advertising will continue to grow, and quite rapidly. Trades at 18.6x. No debt. 54B in free cashflow. Not an expensive stock. YouTube numbers were down from pandemic, but these will come back. As ubiquitous as Kleenex.

STRONG BUY

Third largest holding. Hit because ads are down, but still very strong growth on the cloud. #3 player in cloud. "Other bets" segment has spent 30B, produced only 3B, but those are the ideas for the future. A generational buy.

BUY

GOOG vs. MSFT for a 10-year hold? GOOG is about 6-8 multiple points cheaper than MSFT. Both very good businesses and operators. MSFT has done a fantastic turnaround making software into a service, second-largest cloud business, plus great gaming technology. GOOG has a larger moat.

DON'T BUY

GOOG vs. MSFT vs. AMZN vs. META MSFT has only a 25 PE, with real earnings and a real market. AMZN is constantly investing for future growth, and this will be more sensitive with rising rates than companies that have near-term earnings. GOOG is a question mark in the middle because, while it has a good revenue base, every government in the world is after them to share. MSFT or even AAPL is a good, long-term, stable company with real earnings for the future.

BUY

Largest holding in global equity fund. Believes company has a great future. Believes business has excellent long term prospects. 2022 - free cash flow expected to be 65 billion, and is approaching $100 billion in 2023. Excellent management team with great business profits and margins. Good time to buy shares with market weakness.

BUY

He just bought Alphabet, which he has bought and sold before. Yes, their growth is slowing, but their EBITDA is still growing, not at historic levels, but at a nice clip. Also, they have a sustainable business. He's ignoring the regulatory risk. Alphabet is very cheap; it has fallen to barely above the market multiple.

WEAK BUY

One of the few tech names he owns. Larger, established company with reliable revenue. Down about 37%. Long term for 3-10 years, you'll be fine. Digital ad spending will continue to grow. Short term, it'll go sideways or down.

DON'T BUY

Last night they said they were hurt by weaker ad sales and YouTube numbers. In the end, it's cyclical that rises and falls with the wider economy. Tik Tok is crushing peers. Forget the notion that Google can spend any amount on anything.

PAST TOP PICK

(A Top Pick Oct 04/21, Down 22%)Note: audio problems during broadcast They're the biggest player in mobile ads, though companies are reducing ad spending in this economy. They generate massive cash flow. This is a buy and hold with huge growth in cloud and other businesses.

BUY

GOOG vs. NVDA NVDA is a great long-term play, come down a lot, makes sense on price to growth basis at these levels. Excess supply in the chip space, slower demand, and we have to work through that. GOOG is everywhere, in ever-increasing ways. Cheap now, very compelling on price to growth. You can buy it today. With NVDA, you can be cute and try to get it at lower levels. These were past winners, both excellent. Returns will be fine over the next 3-5 years, but not where the outsized returns will be in the next bull market.

BUY

It's trading too cheaply. When the economy contracts, ad dollars will narrow to a few places like Alphabet.

TOP PICK

It is the top search destination on the web. It is also the leading marketing platform for advertising and controls 30% of the digital advertising space which could be 400 billion in 2024. YouTube is a great place to monetize advertising. Twenty billion of free cash flow per year. Beats the cost of capital on a consistent basis. Buy 11, Hold 0, Sell 0 (Analysts’ price target is $141.80)

TOP PICK

One of largest holdings. Believes is a good long term investment. Company dominates search on the internet. Large "cloud" business and Android (cellphone) business. Also, spends lots of money on R & D (moonshot) business ideas. Large margins on business.

TOP PICK

Is hugely discounted at 16-17x. Well-run. Debt free balance sheet with lots of capital. Can soak up more ad dollars moving online. It's hugely discounted, though, because of threats of regulatory pressure. Keep an eye on it though they create lots of shareholder value. Current share price makes this an opportunity. (Analysts’ price target is $141.12)

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Alphabet Inc (GOOG)