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Investment Strategies / Falling Knives
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Author: DTB   😊 😞
Number: of 670 
Subject: Re: FKA: Alphabet
Date: 03/10/2025 10:38 AM
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No. of Recommendations: 4
Nibbled more Alphabet @ $167 FPE <20 and feels like reasonable valuation & risk/ reward.


So did I. The price may go a lot lower with the rest of the market, but I can't resist with a market cap of $2t and $100b in net earnings TTM, so a P/E of 20, less than the S&P 500 average for the company with arguably the best moat in the world. Doesn't seem right.
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