Post #148 by tecmo on the Alphabet board

Shrewd'm.com

A merry & shrewd investing community

Best Of GOOG | Best Of | Favourites & Replies | All Boards | Post of the Week!

Search GOOG

Shrewd'm.com Merry shrewd investors
Best Of GOOG | Best Of | Favourites & Replies | All Boards | Post of the Week!

Search GOOG

Please be positive and upbeat in your interactions, and avoid making negative or pessimistic comments. Instead, focus on the potential opportunities.

- Manlobbi

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

Unthreaded | Threaded | Whole Thread (11)

Prev | Next

Post New | Post Reply | Report Post | Recommend It!

No. of Recommendations: 4

I have outlined the Bull case, but I have to admit I am stuck trying to figure out the Bear case.

Are these realistic threats?
* Investing $75B in capex won't pay off (its really only 1 year of free cash flow)
* ChatGPT will kill their search business (even if this is true, it might take what 5 years or more?)
* Recession will kill growth in their Cloud business (possibly a short term speed bump)
* ???

tecmo
...

Post New | Post Reply | Report Post | Recommend It!

Print the post

Unthreaded | Threaded | Whole Thread (11)

Prev | Next

Announcements

Alphabet FAQ

Contact Shrewd'm
Contact the developer of these message boards.

Ticker or Board Name Author

A community forum supporting civilized, and highly helpful, self-educating investors that come together for Shrewdness and merry spirits. These message boards closely follow the look and feel of the old message boards at boards.fool.com prior to the boards redirected to discussion.fool.com. Shrewd'm is not affiliated with the comprehensive and excellent investment website, The Motley Fool (TMF), in any way. The Shrewd commmunity here has owed, and continues to owe, gratitude to The Motley Fool for nurturing a culture of jovial irreverence towards Wall St, and that tradition will continue here.