The portfolio experienced significant recovery in April, with net assets increasing by more than $100,000 compared to the previous month, driven by a broad market recovery and strong earnings reported by several portfolio companies...
Google beats both revenue and earnings expectations in Q3, but there is a catch..
At a forward P/E below 20 with consistent double-digit revenue growth, robust operating cash flow, and a strong balance sheet, Alphabet remains attractively priced even near record highs. My total investments in Google stock...
Google 2025 Q1 stock fair value $203. Google reported a $90.2 billion revenue and $2.81 EPS for Q1 2025, a 12% and 49% YoY increase.
