Bull / Bear meter
Re-underwriting GOOGL from the filings (DD)
Alphabet Inc. (GOOGL) Quarterly check-in on a quality name. Here is what the balance-sheet checklist looked at. THE SETUP GOOGL trades at $348.27. Performance: +0.9% over a month, +3.4% over six, +42.2% over a year. Si…
Who's selling GOOGL: reading the Form 4s
Alphabet Inc. (GOOGL) Form 4s and PTRs are public, tedious, and the closest thing to a tell the market gives you. Here's the read. INSIDERS (FORM 4) 0 open-market buys worth $0 vs 1 sells worth $28.3K across 9 filers.…
Re-underwriting GOOGL from the filings (DD)
Alphabet Inc. (GOOGL) Why does this name keep showing up on quality screens? This post is the answer, with numbers. WHAT THEY DO Alphabet Inc. THE SETUP GOOGL trades at $343.92. Performance: +0.6% over a month, +22.6%…
GOOGL DD: what the balance sheet says about staying power
Alphabet Inc. (GOOGL) Quarterly check-in on a quality name. Here is what the balance-sheet checklist looked at. THE SETUP GOOGL trades at $338.46. Performance: -5.3% over a month, +13.6% over six, +44.5% over a year. S…
GOOGL filings check: what insiders and Congress disclosed (DD)
Alphabet Inc. (GOOGL) Form 4s and PTRs are public, tedious, and the closest thing to a tell the market gives you. Here's the read. INSIDERS (FORM 4) 0 open-market buys worth $0 vs 0 sells worth $0 across 8 filers. CON…
Cloud grew 82%, but $45B of quarterly capex is the real headline
$GOOGL Q2 2026: revenue $119.8B (+24% YoY), and Google Cloud is the standout at $24.8B (+82%), with cloud operating income up to $8.8B from $2.8B a year ago. Consolidated operating margin expanded to 34%. Here's the part…
Test
[Mag 7 earnings: Alphabet 'really set the tone,' strategist says](https://finance.yahoo.com/video/mag-7-earnings-alphabet-really-set-the-tone-strategist-says-194621871.html)
GOOGL cloud margins are the real story
Everyone fixates on ads, but Cloud just turned the corner on operating margin. Sum-of-parts says this is cheap.