A Second Look: Google
Joseph Carlson After Hours・2 minutes read
Google, a core holding in the speaker's portfolio, has experienced significant revenue growth post-pandemic, with a focus on Google Cloud's future success. Despite AI risks, Google's strong market position and investment returns make it a promising investment with bright prospects for the future.
Insights
- Google's revenue growth has been fluctuating, reaching a peak of 62.4% in Q2 2021 and declining to 3% in Q4 2022, showcasing the company's sensitivity to market conditions.
- The speaker's long-term investment in Google has been highly successful, with a 21.1% internal rate of return over nearly 7 years, exceeding the 15% hurdle rate and indicating strong future prospects for continued growth and performance.
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Recent questions
What is the focus of the "Second Look" series?
Reviewing other investors' perspectives on stocks.
How does H Capital view Google?
H Capital holds a bullish stance on Google.
What are Google's core products used by over a billion users?
Google's core products are used by over a billion users globally.
How did Google's revenue growth fluctuate in recent quarters?
Google's revenue growth peaked at 62.4% in Q2 2021, declining to 3% in Q4 2022.
What is crucial for Google's future success according to the summary?
Google Cloud's rapid growth and increasing margins are crucial for Google's future success.
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