No. of Recommendations: 12
Have those selling GOOG based on valuation considered their ownership stakes in Space X , Anthropic and Waymo?
7% of Space X
14% of Anthropic
80% of Waymo
FWIW
My friendly neighbourhood bot suggests that, looking at actual money transactions rather than press releases, values for those three firms might be:
SpaceX $200bn
Anthropic $350bn
Waymo $126bn
Obviously the values might soar, or not, but it's a snapshot.
Using your percentages, which I also didn't verify but have no reason to disbelieve, that would make Alphabet's shares worth:
SpaceX $14bn
Anthropic $49bn
Waymo $101bn
Total $164bn.
A whole lot of money, but remarkably only 4.17% of current market cap of Alphabet.
Jim
