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.

Google's core products are used by over a billion users globally.

Google's revenue growth peaked at 62.4% in Q2 2021, declining to 3% in Q4 2022.

Google Cloud's rapid growth and increasing margins are crucial for Google's future success.

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.

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.

00:00

"Second Look" series reviews other investors' perspectives on stocks already held
Focus on Google, a core holding in the speaker's portfolio
H Capital's viewpoint on Google discussed, highlighting bullish stance
Alphabet, Google's parent company, houses various businesses including Google
Google's core products used by over a billion users globally
Google's revenue primarily from Google, experiencing significant growth post-pandemic
Revenue growth peaked at 62.4% in Q2 2021, followed by a decline to 3% in Q4 2022
Google's cost reduction efforts led to a 31.3% increase in operating income in Q1 2024
Google Cloud's rapid growth and increasing margins crucial for Google's future success
Despite AI risks, Google's strong position in the market and focus on Cloud business make it a promising investment

15:21

Holding Google for nearly 7 years has yielded a 21.1% internal rate of return, surpassing the 15% investment hurdle rate, with bright prospective returns anticipated, leading to continued enthusiasm and optimism about Google's performance in the future.