EE. UU. · 76 entradas · 55 publicaciones
GOOGL
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- 12 mar 2025
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- 27 oct 2026
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Seguimiento completo Pro
Alfa de cada tesis sobre GOOGL a 1, 3 y 6 meses y desde la publicación, y el gráfico completo frente a su índice.El alfa a 1M/3M/6M y el gráfico detallado son de Pro.
Hazte ProAnálisis sectoriales que lo mencionan
1Cronología
De la más reciente a la más antigua- octubre de 2026 10 entradas
Substack · Daily Stock Market Update · AlgoTradeAlert.com
Google Overview: Search, Cloud, AI and Valuation
Alphabet combines Google Search, YouTube and a growing cloud business with significant investment in artificial intelligence.
Institucional · 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…
Substack · RiskReversal Recap · Guy Adami, Dan Nathan, CC Lagator
The Week Ahead: FOMC, PCE, Earnings from Amazon, Microsoft, Alphabet.
Also reports from CAT, SKH, SNDK, INTC and KLAC. Futures slightly higher Sunday evening.
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…
Desde publicación GOOGL −1,1 % α −1,8 p. p. vs S&P 500 · USD
Substack · Business Model Mastery · The Antifragile Investor
AWS vs Azure vs Google Cloud: why does Amazon earn 61% of its operating profit from AWS?
Microsoft earns 54% of its operating profit in productivity software, while Google Cloud grew 82%. Their AI spending raises a much bigger question about future cash profits.
Desde publicación GOOGL −2,3 % α −2,5 p. p. vs S&P 500 · USD
Substack · Simon Owens's Media Newsletter · Simon Owens
How commerce publishers are protecting themselves from Google Zero
PLUS: How a local newsletter company is leveraging AI to cover hundreds of counties across the US
Desde publicación −6,9 % α −6,4 p. p. 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…
Desde publicación −8,6 % α −7,3 p. p. vs S&P 500 · USD
Substack · Venture Daily Digest
☕ Google launches its most powerful model yet & Anthropic’s IPO filing reveals deep dependence on Amazon and Google.
OpenAI unveils Decisions API for faster, cheaper agent control.
Desde publicación GOOGL −6,3 % α −6,5 p. p. vs S&P 500 · USD
YouTube · Joseph Carlson After Hours
Google And Meta Will Beat OpenAI And Anthropic
- septiembre de 2026 3 entradas
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.
Desde publicación −7,6 % α −7,5 p. p. vs S&P 500 · USD
YouTube · Tyler Hill Stocks
Amazon, Microsoft, Google, & Meta Stock - Full Price Analysis & Predictions
YouTube · Deep Value Hunter
Lululemon CRASHING, What I'm Doing - LULU Stock Analysis
- agosto de 2026 8 entradas
Fondos · FPA
Source Capital Commentary 2026-06
Desde publicación GOOGL −8,1 % α −8,2 p. p. vs S&P 500 · USD
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…
Desde publicación −8,1 % α −8,2 p. p. 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…
Desde publicación −7,9 % α −7,0 p. p. vs S&P 500 · USD
YouTube · Parkev Tatevosian, CFA
Alphabet Stock: Buy or Sell? (My Final Verdict) | GOOG Stock Deep Dive Part 5
YouTube · Parkev Tatevosian, CFA
Huge News for Alphabet Stock Investors | GOOG Stock Deep Dive Part 3
Substack · Permanent Future · Julian Estevez
El casino del verano: ¿Por qué sigues deslizando en Tinder (y por qué a Match Group le encanta)?
Cómo el algoritmo de Tinder gestiona tu dopamina y tu cartera entre el 'swipe' y la frustración.
Desde publicación −11,4 % α −10,4 p. p. vs S&P 500 · USD
Substack · El médico inversor · El Médico Inversor
Resultados Q2 Berkshire. Abel empieza a gastar el dinero de Buffett
Berkshire reduce su caja por primera vez en mucho tiempo: recompras, 20.000 millones en Alphabet y compra de Taylor Morrison. ¿Estamos viendo el cambio de era?
Desde publicación GOOGL −11,4 % α −10,4 p. p. 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.
Desde publicación −11,4 % α −10,4 p. p. vs S&P 500 · USD
- julio de 2026 16 entradas
Substack · Invest in Quality · Invest In Assets 📈
Google Crushed Earnings, but Stock Tanks💎
What most investors get wrong about Google's Q2 results
Desde publicación −5,9 % α −10,8 p. p. vs S&P 500 · USD
Substack · Bullseye Research · Bullseye Investing
Q2 Earnings Updates on Alphabet, GE Vernova, and ServiceNow
$NOW, $GOOGL, $GEV
Desde publicación GOOGL −3,0 % α −6,5 p. p. vs S&P 500 · USD
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…
Desde publicación GOOGL −3,0 % α −6,5 p. p. 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.
Desde publicación −3,0 % α −6,5 p. p. vs S&P 500 · USD
Substack · The Philosopher Investor · Daniel
Alphabet Beat Everything and Lost 7%. Now the Fed Is the Problem.
Market Recap — July 25th 2026 · The Philosopher Investor
Desde publicación −3,0 % α −6,5 p. p. vs S&P 500 · USD
Substack · MÁS ALLÁ DE LAS FINANZAS
$GOOGL — Resultados Q2 2026: El trimestre más rentable de la historia terminó con la caja vacía
Publicación GRATUITA | Jovi Garza — Más Allá de las Finanzas
Desde publicación −3,0 % α −6,5 p. p. vs S&P 500 · USD
Substack · Madison and Wall
M&W SATURDAY SUMMARY: Ad Tech’s Two Architectures, 2Q26 Results From Google, Comcast, Rogers, TelevisaUnivision and Havas + Marketer Commentary
For Week Ending July 25, 2026
Desde publicación GOOGL −3,0 % α −6,5 p. p. vs S&P 500 · USD
Substack · Maven Tracker
Google: Sus Resultados esconden algo
Empresa de la Semana
Desde publicación −0,9 % α −4,5 p. p. 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
Desde publicación −0,3 % α −3,9 p. p. vs S&P 500 · USD
Substack · Bolsa Desde El Inicio · BolsaDesdeElInicio
💥 GOOGLE LA SACA DEL ESTADIO Y SE DESPLOMA EN BOLSA 👉 TESLA TAMBIÉN CAE FUERTE
Estamos en plena temporada de resultados en Wall Street y esta semana le ha tocado el turno a dos verdaderos colosos: Google y Tesla.
Desde publicación GOOGL −0,3 % α −3,9 p. p. 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.
Desde publicación −0,3 % α −3,9 p. p. vs S&P 500 · USD
Substack · Indra's Thoughts · Indra
Clarity MCP Testing - $NOW/$GOOGL/$TSLA Earnings Prep
Hi all, long time no see.
Desde publicación GOOGL −7,4 % α −9,8 p. p. 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…
Desde publicación −10,0 % α −13,1 p. p. vs S&P 500 · USD
YouTube · Parkev Tatevosian, CFA
Why Is Everyone Talking About Alphabet Stock? | GOOG Stock Deep Dive Part 2
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…
Desde publicación +12,5 % α +15,1 p. p. 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…
Desde publicación GOOGL +13,7 % α +16,0 p. p. vs S&P 500 · USD
- junio de 2026 4 entradas
Substack · Quality Value Investing · David J. Waldron
Alphabet (GOOGL): Business Model and Risks Outweigh Premium
Quality Value Investing Research Report | $GOOGL Updated Coverage | June 2026
Desde publicación −12,9 % α −16,4 p. p. vs S&P 500 · USD
Substack · Invertir Con Sentido Común
Alphabet entra en modo "startup"
Un cambio de paradigma
Desde publicación −11,9 % α −15,2 p. p. vs S&P 500 · USD
Substack · MikeCAGR
Cybercab vs Waymo: la guerra silenciosa del Taxi Autónomo
Te doy las cifras de la guerra: Google Vs Tesla por el control del Robotaxi
Desde publicación GOOGL −11,8 % α −13,4 p. p. vs S&P 500 · USD
Substack · Value Investing Substack · @ValueInvesting
Thinking of your portfolio returns as conglomerate ROIC
Plus some thoughts about Meta & Alphabet from an ROA perspective
Desde publicación GOOGL −12,5 % α −13,3 p. p. vs S&P 500 · USD
- mayo de 2026 3 entradas
YouTube · Parkev Tatevosian, CFA
Alphabet Stock Analysis: My Final Verdict | GOOG Stock Deep Dive Part 7
YouTube · Parkev Tatevosian, CFA
Alphabet Stock Investors Need to See These Numbers | GOOG Stock Deep Dive Part 6
Substack · Bullseye Research · Bullseye Investing
Alphabet ($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?
Desde publicación GOOGL −17,3 % α −24,0 p. p. vs S&P 500 · USD
- abril de 2026 2 entradas
YouTube · Simple Finanzas
The TRUTH about Google Stock that nobody tells you
YouTube · Charged Alpha | Frontier AI Stock Research
Charged Alpha | Alphabet (GOOGL) | Q4 2025 Earnings Deep Dive
- febrero de 2026 3 entradas
Substack · GKC Research
Meta & Alphabet: Análisis de resultados Q4 y FY2025
Newsletter nº130
Desde publicación GOOGL −2,3 % α −12,5 p. p. vs S&P 500 · USD
YouTube · The Investor Edge
Alphabet 2025 Q4 Report Analysis
Substack · ETF Alert · Etf Alert
Alphabet's Signal: What $637B in 2027 Capex Tells Us About the AI Arms Race
From Asset-Light to Capital-Intensive: The $562B Reality Big Tech Can't Escape
Desde publicación −4,4 % α −17,3 p. p. vs S&P 500 · USD
- enero de 2026 1 entrada
YouTube · Iron_Financial
Alphabet’s $100B AI Fortress: A $90B CapEx Gamble? | Q3 2025 Deep Dive
- diciembre de 2025 2 entradas
YouTube · Deep Value Hunter
Lululemon UP BIG, Should We Buy, Sell? - LULU Stock Analysis
YouTube · Intelligent Wealth Podcast
Is Google a 4 Trillion Dollar Bargain? Alphabet Stock Deep Dive AI, Gemini, Cloud, YouTube
- noviembre de 2025 7 entradas
YouTube · EL OJO DEL INVERSOR
Top 10 acciones compradas por superinversores en 2025 | Análisis de Nvidia, Google, Microsoft y más
Blogs · ValueWalk
Warren Buffett Just Added This AI Stock to His Portfolio
The big new add in Q3 for Buffet was Alphabet, as Berkshire Hathaway added 17.8 million shares of Alphabet for a $4.3 billion investment.
Desde publicación GOOGL +11,2 % α −3,9 p. p. vs S&P 500 · USD
YouTube · Nico investing - Inversión en valor
Análisis Acciones Google 🟢 Q3 Resultados 2025 - ¿Sigue a BUEN PRECIO? 🔥 (Análisis ALPHABET)
YouTube · Deep Dive Quarterly Earnings
Deep Dive Alphabet Inc (GOOGL) Q3 2025 earnings report
Fondos · FPA
Source Capital Commentary 2025-09
Desde publicación GOOGL +8,8 % α −3,4 p. p. vs S&P 500 · USD
Substack · Fede's Portfolio · Federico Wengi
Zeta Global my new core portfolio position
... the credible alternative to Meta and Google?
Desde publicación GOOGL +9,2 % α −3,2 p. p. vs S&P 500 · USD
Substack · El Sendero Inversor
Interpretando la Llamada: Alphabet - Resultados Q3 2025
El Momento Gemini: La IA Impulsa a Alphabet a Ingresos Récord y Dispara el Backlog de Cloud a $155 Mil Millones.
Desde publicación +14,2 % α +0,8 p. p. vs S&P 500 · USD
- octubre de 2025 3 entradas
Blogs · ValueWalk
While Other Mag 7s Stumbled, Google Stock Leaps 5% on Strong Q3
It hasn’t been a great quarter for Magnificent 7 stocks. Of the four that have reported earnings so far, only one, Alphabet, saw its stock price rise.
Desde publicación GOOGL +12,6 % α 0,0 p. p. vs S&P 500 · USD
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.
Desde publicación GOOGL +15,4 % α +4,0 p. p. vs S&P 500 · USD
Institucional · 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…
Desde publicación +23,5 % α +9,5 p. p. vs S&P 500 · USD
- agosto de 2025 1 entrada
Substack · CosmicCapital’s Substack · CosmicCapital
Amazon 2Q25 Results - AWS Analysis
Azure Is Winning, Google Cloud Is Soaring, and AWS is… Falling Behind?
Desde publicación GOOGL +61,2 % α +40,1 p. p. vs S&P 500 · USD
- julio de 2025 3 entradas
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.
Desde publicación GOOGL +64,9 % α +44,2 p. p. vs S&P 500 · USD
Substack · Equity Radar
What to Expect from Google’s Earnings Report Tomorrow: The Numbers That Actually Matter
Google’s parent company Alphabet drops its Q2 2025 earnings tomorrow (July 23) after market close, and if you’ve been following the tech giant’s recent performance, you know this isn’t just another routine quarterly…
Desde publicación +65,6 % α +43,9 p. p. vs S&P 500 · USD
Blogs · ValueWalk
Magnificent 7 Stocks Alphabet, Tesla Highlight Earnings This Week
The second quarter earnings season is in full swing as the first of the Magnificent 7 stocks report this week – Alphabet and Tesla.
Desde publicación GOOGL +66,7 % α +44,9 p. p. vs S&P 500 · USD
- junio de 2025 3 entradas
YouTube · Alpha Seeking
Alphabet Stock: The Next Buffett-Style Buy? | Google (GOOGL) Deep Analysis 2025 #trading
YouTube · The Motley Fool
Is Alphabet (GOOGL) Stock a Must-Have for Your Portfolio in 2025?
YouTube · Jazmin Bautista
¿Vale la pena COMPRAR acciones de Google en 2025?
- mayo de 2025 4 entradas
Substack · Mulberry Investment Research
Why Dividend Investing Can Be Dangerous, Global Yields Edge Higher as Debt is Front and Center and Google's Valuation Riddle
#11 – May 2025 – 05/30/2025
Desde publicación +84,5 % α +54,6 p. p. vs S&P 500 · USD
Substack · Edelweiss Capital Research · Javier Pérez
#82 Building Blocks of Corporate Accounting: Intercorporate Investments
How subsidiaries and minority interests distort accounting and valuation—from Kelly Partners to Alphabet’s SpaceX surprise
Desde publicación +92,9 % α +57,1 p. p. vs S&P 500 · USD
Substack · Applied Conjectures · LG
The Death of Google Search Is Greatly Exaggerated, Probably
Why Search is probably losing less market share than feared, and why replicating an ad platform is no mean feat
Desde publicación +92,9 % α +57,1 p. p. vs S&P 500 · USD
Substack · The Weekend Investor · Alexis | The Weekend Investor
GOOGL - Why I'm buying more Google stock while others panic
Stock spotlight for your future-ready long term portfolio
Desde publicación +93,1 % α +58,1 p. p. vs S&P 500 · USD
- abril de 2025 1 entrada
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.
Desde publicación +95,6 % α +56,7 p. p. vs S&P 500 · USD
- marzo de 2025 2 entradas
Institucional · 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…
Desde publicación +105,3 % α +67,7 p. p. vs S&P 500 · USD
Substack · 01Core · Ben Buchanan
The inevitable death of Google
Thanks for reading 01Core!
Desde publicación +89,6 % α +52,5 p. p. vs S&P 500 · USD
Hay 42 entradas más de baja confianza, ocultas porque el ticker no se pudo comprobar en el texto. Verlas en el índice →
Precios al cierre del 27 oct 2026. Rentabilidades pasadas no garantizan resultados futuros. Solo precio, sin dividendos, en moneda local. Los datos pueden tener retraso o errores. No es asesoramiento financiero. Cómo se calcula.