Post #150 by tecmo on the Alphabet board

Stocks A to Z / Stocks G / Alphabet (GOOG)

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The fundamental bear case is that the Company's competitive moat has diminished significantly. This will lead to ongoing declines in revenues/profits -- as the days of 20%+ growth in revenues are behind us. Depending on how you look at the company, somewhere between 50% and 80% of revenues/profits are linked to search/ads -- and if one goes, they'll both go.

OK, however even assuming a modest 5% growth rate in revenues would still make the stock attractive at current levels.

FYI: Growth rates (Revenue) have been above 20% in quite some time.

Google is a cash cow and it will take some time to erode their position in the market. Things are different from 15 years ago when Yahoo messed up their position (IMO).

tecmo
...

BTW: Search was 76% of revenues over the past year.

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