GOOGL
📉 Google’s stock fell after Apple suggested their search partnership might not be permanent, raising concerns about a key revenue stream.
🤔 Despite the setback, a breakdown of Google’s assets (like Cloud and YouTube) suggests the company might be significantly undervalued at its current price.
💰 The analysis posits that Google Cloud alone could be worth around $1 trillion, and YouTube $500 billion, implying a substantial discount for investors buying Google now.
@bernardodegarcia:
“This led to, ‘Oh my God, Apple won’t need Google for anything anymore,’ and Google fell. I find this drop super interesting, and yesterday we were discussing, like, ‘Well, how much is Google worth?’ We did a small exercise; if you want, we can delve deeper into it this weekend. We did a small exercise of, uh, breaking down Google into its parts, meaning, how many businesses are there in Google, and how much is each business worth according to the market currently, and what amount of discount are we getting if we buy Google right now. And it seemed quite interesting to us. Google Cloud alone should be worth approximately $1 trillion. We attribute that to Google, and YouTube, which is approximately $500 billion, leaving us with $350 million. Well, everyone can judge for themselves later, but if you find it interesting for us to talk about this, this weekend, let me know in the comments, and we’ll end up making a video where we break down, well, how much Google is worth and why we believe it might be a good opportunity, despite, obviously, the risks ahead, what those risks are, and when they will eventually be unlocked.”
Watch the exact part of the video where Bernardo de Garcia talks about Google here:
Watch the video on YouTube
Read more articles by the world’s top 100 analysts on Google (GOOGL) at the following link. GOOGL stock.
