He loves strong moats, strong cash flow companies that have been punished by the irrational "Mr Market".
The best option at a low 21 PE is $Alphabet(GOOGL)$and it's still growing strongly, with sales growth > 20%.
Search, PlayStore, Android, Gmail, YouTube are all global leaders, and Pixel, Waymo, Google Pay are growth wildcards.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments