To The Moon

$Alphabet(GOOGL)$is a wide moat business. It's GPM is at 57%, OPM at 33.6% and NPM at 29.5%. It has a huge gap on ROIC vs WACC and a great Altman-Z score of 10.51.

Of course looking at the risks, a downward recession might affect online ad revenues whichis $Alphabet(GOOGL)$main source of income. Regulators can also attempt to break up the company.

However I am still mid to long term bullish. I don't see any replacements for now and one ofmy favourite investor Li Lu of Himalayan Capital, has a huge focused investment in GOOGL.

Valuation wise, GF places it at $141.59, DCF at $134.32, simply wall street at $220.43. Additionally, with the EV/EBIT at 15.49 with a ROE of 25.13, this gives a EV/EBIT/ROE of 0.62. (Think PEG... it's same same but different) 

I'll be going in more regularly with GOOGL with my dry powder. What about you?

Aside, here is some interesting fun facts on how the DragonBall names came about. [Happy] 

@TigerStars@CaptainTiger@MillionaireTiger