Google Is Borrowing to Win the AI Race
$Alphabet(GOOG)$ $Alphabet(GOOGL)$
Google Cloud results are incredible, but the rest of the revenue was pretty ho-hum.
Alphabet going negative FCF seems like a turning point in this buildout. I don't know if it's good or bad, but if they're willing to go into debt to win...
I wouldn't want to be a competitor.
82% growth for Google Cloud is crazy, but we have crossed the critical FCF going negative.
Seems like something.
PS: What are your weaknesses as an investor?
Create constraints around them.
I am terrible at timing the market when I buy and my biggest mistake is selling a great company early.
Solution:
1. Buy once per month
2. Default to "never sell"
Keep it simple.
Sentiment is correlated with a stock's price.
If you want to beat the market, buy great companies when the sentiment around them is bad.
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