External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

<ul><li>Alphabet (NASDAQ: GOOGL) has been consistently undervalued in the market despite strong revenue and earnings growth</li><li>The company's average forward P/E multiple over the past 15+ years has been just 21.7x, even though it has consistently outperformed the S&amp;P 500</li><li>Currently trading at a discounted valuation of around 17x 2025E EPS, Alphabet has been mispriced for most of its 20-year history</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Alphabet (NASDAQ: GOOGL) has been consistently undervalued in the market despite strong revenue and earnings growthThe company's average forward P/E multiple over the past 15+ years has been just 21.7x, even though it has consistently outperformed the S&amp;P 500Currently trading at a discounted valuation of around 17x 2025E EPS, Alphabet has been mispriced for most of its 20-year historyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Alphabet Inc (GOOGL) - Monday, Sep 16, 2024

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Travel / In Depth: Gulf states roll out the welcome mat for Chinese tourists as focus shifts from oil</li><li>Hong Kong /: Hong Kong stocks rebound after sharp drop as Trump’s tariff war weighs on markets</li><li>Google /: China launches antitrust probe into Google’s market dominance</li></ul>

Travel / In Depth: Gulf states roll out the welcome mat for Chinese tourists as focus shifts from oilHong Kong /: Hong Kong stocks rebound after sharp drop as Trump’s tariff war weighs on marketsGoogle /: China launches antitrust probe into Google’s market dominance

CX Daily: Gulf States Roll Out the Welcome Mat for Chinese Tourists as Focus Shifts From Oil 

<ul><li>The looming threat of a business ban on TikTok in the United States is driving millions of users and advertisers to seek alternatives to the popular short video platform, presenting a significant opportunity for rivals such as YouTube and Meta.</li><li>Data released by Sensor Tower in March indicates that, over the past 90 days, nearly 94% of TikTok users in the U.S. have begun using Alphabet’s YouTube.</li><li>Additionally, 80% of TikTok users have shifted their attention to Instagram, 68% to Facebook, and 55% to Snapchat.</li></ul>

The looming threat of a business ban on TikTok in the United States is driving millions of users and advertisers to seek alternatives to the popular short video platform, presenting a significant opportunity for rivals such as YouTube and Meta.Data released by Sensor Tower in March indicates that, over the past 90 days, nearly 94% of TikTok users in the U.S. have begun using Alphabet’s YouTube.Additionally, 80% of TikTok users have shifted their attention to Instagram, 68% to Facebook, and 55% to Snapchat.

Rivals Vie to Fill Market Void as U.S. Business Ban Looms Over TikTok 

<ul>
<li>
Huawei Technologies Co. Ltd. on Thursday launched the latest version of its own operating system — HarmonyOS NEXT, which will no longer support Android apps and can only accommodate apps specifically developed for it.</li>
<li>The Chinese telecom equipment giant said the Beta version for developers will be released in the second quarter, and the general version for consumers in the fourth quarter.</li>
<li>Insiders from Huawei expect the new Mate smartphones to be released in the second half with the HarmonyOS NEXT installed.</li>
</ul>



Huawei Technologies Co. Ltd. on Thursday launched the latest version of its own operating system — HarmonyOS NEXT, which will no longer support Android apps and can only accommodate apps specifically developed for it.
The Chinese telecom equipment giant said the Beta version for developers will be released in the second quarter, and the general version for consumers in the fourth quarter.
Insiders from Huawei expect the new Mate smartphones to be released in the second half with the HarmonyOS NEXT installed.


Huawei’s Latest Operating System Completely Breaks with Android  

Research from Value Investing, Value Investing

Value Investing

Research from Value Investing

I am a value investor. "Value", as defined in Value Investing, is simply the act of buying something for less than its worth. I treat my equity investment as a loan to the business - where the priority is to get back my principal in full, rather than achieving maximum yield. I consider my equity investment as a slightly higher risk loan extended to the business with slightly more accommodative loan covenants - hence justifying a slightly higher yield. While I identify as a value investor and cover all stocks and macro topics indiscriminately, most of my research will have an ASEAN bent as that’s where I’m geographically located.

Thematic (Sector/Industry)

<ul><li>The red &amp; blue arrows highlight the apples-to-apples comparisons to be made between the respective bars (more details below)</li><li>Around this time last year , I did a portfolio performance review based on all the stocks I had written about in 2022.</li><li>This article is a repeat of that for all the stocks I had written about in 2023.</li></ul>

The red &amp; blue arrows highlight the apples-to-apples comparisons to be made between the respective bars (more details below)Around this time last year , I did a portfolio performance review based on all the stocks I had written about in 2022.This article is a repeat of that for all the stocks I had written about in 2023.

Value Investing Substack Portfolio Review | Annual Letter 2023

United States

Alphabet Inc. operates as a holding company. The Company, through its subsidiaries, provides web-based search, advertisements, maps, software applications, mobile operating systems, consumer content, enterprise solutions, commerce, and hardware products.

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Alphabet (GOOGL US)

Alphabet Inc (GOOGL) - Monday, Sep 16, 2024

The company's average forward P/E multiple over the past 15+ years has been just 21.7x, even though it has consistently outperformed the S&P 500

Value Investors Club (VIC)

CX Daily: Gulf States Roll Out the Welcome Mat for Chinese Tourists as Focus Shifts From Oil

Travel / In Depth: Gulf states roll out the welcome mat for Chinese tourists as focus shifts from oil Amid a global green push, Middle Eastern...

Caixin Global

Rivals Vie to Fill Market Void as U.S. Business Ban Looms Over TikTok

The looming threat of a business ban on TikTok in the United States is driving millions of users and advertisers to seek alternatives to the...

Caixin Global

Huawei’s Latest Operating System Completely Breaks with Android

Huawei Technologies Co. Ltd. on Thursday launched the latest version of its own operating system — HarmonyOS NEXT, which will no longer support...

Caixin Global

Value Investing Substack Portfolio Review | Annual Letter 2023

Around this time last year , I did a portfolio performance review based on all the stocks I had written about in 2022. This article is a repeat of...

Value Investing

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