$Alphabet(GOOG)$ $Alphabet(GOOGL)$ GOOG, trading at 18x ‘25 P/E, acquires Wiz for $32bn at 64x annualised, 32x projected ‘25 revenue. Is this a smart move?

Only 'short-term' investors would likely prefer stock buybacks over long-term value creation through organic growth or M&A. Google is already engaging in sufficient stock buybacks, and M&A for strategic purposes is welcome.

I’m a longterm investor and this is bullish longterm. I want people to sell so that I can buy even more closer to 15x forward pe for a company growing at >10% yearly.

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  • VivianChua
    ·03-23
    Nice 💚💚💚
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  • LEESIMON
    ·03-22
    🩷Good
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  • ahwing
    ·03-20

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