Year II · No. 665 · 1,823 entries Tuesday, October 27, 2026 ES EN Get the weekly digest

Thesis Almanac

US · 76 entries · 55 publications

GOOGL

Google

Entries
76
Bullish
3
Bearish
1
First
Mar 12, 2025
Latest
Oct 27, 2026

▲ 3 bullish ▼ 1 bearish · 72 no stance

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Sector research that mentions it

1

Timeline

Newest to oldest
  1. October 2026 10 entries

    Institutional · eToro

    Big profits. Bigger spending questions.

    Analyst Weekly, October 26, 2026 This earnings season, beating expectations may only get companies halfway there. Investors also want to know how much cash those profits leave behind. AI’s bill is arriving Alphabet…

    GOOGLMSFTAMZNMETAshort1,422 words

    Blogs · r/ValueInvesting · /u/Wonderful_Annual8431

    Can Google win on enterprise?

    Firstly, this isn’t my thesis. It’s a summary of a very compelling comment on a previous post, from standupguy152. Microsoft has dominated enterprise for decades, but could Google be better positioned for the shift…

    GOOGLMSFTshort283 words

    Since publication GOOGL −1.1% α −1.8 pp vs S&P 500 · USD

    Blogs · r/ValueInvesting · /u/Icy-Drawer5856

    Alphabet: Is Search Experiencing Adverse Selection in Economic Intent?

    Investment Question I have increasingly been considering whether Alphabet represents an attractive long-term short. The basic concern is familiar: ChatGPT and other AI interfaces are becoming substitutes for Google…

    GOOGL1,994 words

    Since publication −8.6% α −7.3 pp vs S&P 500 · USD

  2. September 2026 3 entries

    Substack · Mercatinews · Juan Lombana

    Google manda su IA a vivir al espacio 🚀- Mercatinews

    Mañana en AI Troopers: Crea tus primeros empleados digitales 🤖 Tu próximo cliente podría ser un robot al teléfono 📞 y más techy-chismecitos de lunes.

    GOOGLES1,165 words

    Since publication −7.6% α −7.5 pp vs S&P 500 · USD

  3. August 2026 8 entries

    Blogs · r/ValueInvesting · /u/Silent-Complaint4020

    Google May Become the Next Motorola

    The thesis around Google that I think many people underestimate is that more than 50% of its revenue still comes from search, especially search advertising. The basic business model is pretty simple. If you search for a…

    GOOGLshort554 words

    Since publication −8.1% α −8.2 pp vs S&P 500 · USD

    Blogs · r/ValueInvesting · /u/Away_Definition5829

    18 Investment write-ups to look at

    18 Company write-ups worth a look, all from within the last week. Not my work - sourced from Giles Capital's weekly compilation: https://gilescapital.substack.com Americas Long-term Investing on Alphabet (🇺🇸 GOOGL US…

    GOOGLshort725 words

    Since publication −7.9% α −7.0 pp vs S&P 500 · USD

    Substack · Asimov’s Addendum · Tim O'Reilly

    Google’s Westinghouse Bet

    SemiAnalysis thinks the DeepMind shakeup means Google is losing the AI race. It might be that Google is choosing to run a different race.

    GOOGL1,458 words

    Since publication −11.4% α −10.4 pp vs S&P 500 · USD

  4. July 2026 16 entries

    Blogs · r/ValueInvesting · /u/BlackSheepInvesting

    NVidia is Riskier Than It Looks (Deep Dive)

    NVidia is the golden child of the stock market right now. People think NVidia and AI are synonymous with each other, and that there can be no AI without NVidia. Google proved this false when they trained their Gemini…

    NVDAGOOGLshort254 words

    Since publication GOOGL −3.0% α −6.5 pp vs S&P 500 · USD

    Substack · Invertir Con Sentido Común

    Resultados del Segundo Trimestre de 2026 de Alphabet

    La misma historia de siempre: resultados espectaculares, inversiones gigantescas y el mercado preocupado por el CapEx.

    GOOGLES3,326 words

    Since publication −3.0% α −6.5 pp vs S&P 500 · USD

    Substack · MetaMacro · Ridwan Adetu

    Alphabet Q2 2026 Earnings Review

    Short term bear case for Alphabet is if Capex and depreciation remain elevated while Cloud growth and margins slow, coupled with a failed recovery in free cash flow

    GOOGLshort31 words

    Since publication −0.3% α −3.9 pp vs S&P 500 · USD

    Substack · The Few Bets That Matter

    [Earnings] The AI King, Queen & Buffon

    Your bull cases are confirmed, but your stocks keep falling.

    GOOGL3,479 words

    Since publication −0.3% α −3.9 pp vs S&P 500 · USD

    Blogs · r/ValueInvesting · /u/AggressiveAd9058

    Here's the 24 Milestones I'm watching into Google's earnings next week

    Google's entire bull case has been resting on the idea that they are "compute-constrained, not demand-constrained" and every dollar they spend closing that gap is high-ROIC dollar. The argument is basically that they're…

    GOOGLshort513 words

    Since publication −10.0% α −13.1 pp vs S&P 500 · USD

    Blogs · r/ValueInvesting · /u/Delicious_Invite_127

    Never bet against Google. Google is in its strongest position ever.

    I stopped doing cheerleading for Google ever since its returns exceeded my expectations. But now it seems this is necessary again because I m seeing lots of people starting to doubt Google's valuation. Someone posted a…

    GOOGLshort519 words

    Since publication +12.5% α +15.1 pp vs S&P 500 · USD

    Blogs · r/ValueInvesting · /u/stockoscope

    Google looks cheap at 27x earnings, but a DCF analysis suggests it is overvalued

    Last year I posted a breakdown in this sub arguing Microsoft was overvalued at $490 because of its capex spend . But that thesis was never really about Microsoft - it applies to every hyperscaler pouring money into AI…

    BearishGOOGLMSFTshort659 words

    Since publication GOOGL +13.7% α +16.0 pp vs S&P 500 · USD

  5. June 2026 4 entries
  6. May 2026 3 entries

    Substack · Bullseye Research · Bullseye Investing

    Alphabet ($GOOGL): Expectations, Expenditures, Evolution

    Google is a world-class company now with a stretched valuation and a CapEx issue. After a 136% gain in a year, what is Google's future?

    BullishGOOGLEVO.ST2,440 words

    Since publication GOOGL −17.3% α −24.0 pp vs S&P 500 · USD

  7. April 2026 2 entries
  8. February 2026 3 entries
  9. January 2026 1 entry
  10. December 2025 2 entries
  11. November 2025 7 entries
  12. October 2025 3 entries

    Substack · Indra's Thoughts · Indra

    $CVNA and $GOOGL Earnings Brief

    Not a whole lot of time for this one so let’s emphasize the brief in brief.

    CVNAGOOGL4,895 words

    Since publication GOOGL +15.4% α +4.0 pp vs S&P 500 · USD

    Institutional · eToro

    DeepL IPO could mark the start of phase three of the AI

    German startup DeepL is planning to go public. The fast-growing competitor to Google Translate has reportedly more than doubled its valuation over the past year to around $5 billion. A potential IPO on the New York…

    GOOGLshort573 words

    Since publication +23.5% α +9.5 pp vs S&P 500 · USD

  13. August 2025 1 entry

    Substack · CosmicCapital’s Substack · CosmicCapital

    Amazon 2Q25 Results - AWS Analysis

    Azure Is Winning, Google Cloud Is Soaring, and AWS is… Falling Behind?

    AMZNGOOGL3,048 words

    Since publication GOOGL +61.2% α +40.1 pp vs S&P 500 · USD

  14. July 2025 3 entries

    Blogs · ValueWalk

    Alphabet Stock Rises on Strong Q2 Earnings

    Alphabet stock rose about 2% on Thursday after the Magnificent 7 tech giant reported strong second quarter earnings.

    GOOGGOOGLshort506 words

    Since publication GOOGL +64.9% α +44.2 pp vs S&P 500 · USD

  15. June 2025 3 entries
  16. May 2025 4 entries
  17. April 2025 1 entry

    Substack · WinterGems: Industry Research · @Govro12 WinterGems Stocks

    Google by numbers

    Latest numbers from Google, just quick facts no opinion. Disclosure: Google is my #1 pos by far.

    GOOGL643 words

    Since publication +95.6% α +56.7 pp vs S&P 500 · USD

  18. March 2025 2 entries

    Institutional · eToro

    What’s Happening to GOOGL Stock?

    Alphabet stock has solid growth expectations and a strong moat. So why is the stock down so much this year? The Daily Breakdown dives in. Friday’s TLDR GOOG stock has tumbled The fundamentals are clear But what about…

    GOOGLshort842 words

    Since publication +105.3% α +67.7 pp vs S&P 500 · USD

There are 42 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →

Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.