$Alphabet(GOOG)$ $Alphabet(GOOGL)$ I rated it a strong buy given the fact that we see it outperforming the market, the fact that it's amongst the cheapest in large cap tech and given the strong moat. There could be more upside ahead than $230 if there's any multiple expansion beyond where we've modeled Google to end up at. I believe that we'd be at 20.66x earnings by the end of the period, but looking at $Apple(AAPL)$ trading at 35x+ TTM earnings, there could be more expansion ahead.

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  • LEESIMON
    ·01-31
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