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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks G / Alphabet (GOOG)
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Author: mungofitch 🐝🐝🐝 GOLD
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Number: of 442 
Subject: Re: Valuation
Date: 02/10/26 6:07 AM
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No. of Recommendations: 13
Have those selling GOOG based on valuation considered their ownership stakes in Space X , Anthropic and Waymo?
7% of Space X
14% of Anthropic
80% of Waymo


FWIW

My friendly neighbourhood bot suggests that, looking at actual money transactions rather than press releases, values for those three firms might be:
SpaceX $200bn
Anthropic $350bn
Waymo $126bn
Obviously the values might soar, or not, but it's a snapshot.

Using your percentages, which I also didn't verify but have no reason to disbelieve, that would make Alphabet's shares worth:
SpaceX $14bn
Anthropic $49bn
Waymo $101bn
Total $164bn.

A whole lot of money, but remarkably only 4.17% of current market cap of Alphabet.

Jim
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This community has written 442 posts about Alphabet. The article-length ones it recommended most:
Judge's Ruling · 24 recs · 2025
Alphabet's Century Long Bet · 23 recs · 2026
Will the Sexy Six Strut or Stumble? · 19 recs · 2025
2Q Summary 2026 · 18 recs · 2026
Up about 50% this year · 17 recs · 2023
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