Nov. 17 at 11:46 PM
https://seekingalpha.com/article/4844746-alphabet-berkshire-buys-happy-to-finally-just-hold-rating-downgrade
$GOOGL has been one of my highest-conviction names since 2022 with 10 straight Buy calls. After a massive 51% YTD run and a
$4.9B stake from
$BRK.B, Google’s valuation is no longer “deep value.” Using 2025 EPS estimates and a 19.18% growth rate, PEG 1 implies fair value around
$251/share. Current price reflects 1–2 years of forward growth. Fundamentals remain elite: fortress balance sheet, strong Cloud growth, Waymo scaling, and top-tier AI capabilities. I’m maintaining my position but not adding at these levels. Solid Hold for now. #GOOGL #stocks #AI #valuation 📊