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Google: Long Live The King Of Online Advertising (NASDAQ:GOOG) – Seeking Alpha

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Investment Thesis

With 2023 wrapping up, it’s safe to say the online advertising industry has strongly bounced back from the disappointing results of 2022, and despite Wall Street not being satisfied with Alphabet’s (

5-year median operating margin (Personal Data)

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Interactive media top 20 companies by market share (Personal Data)

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Alphabet’s expected market share (Personal Data)

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Expected ROIC, sales to IC, and reinvestment margin (Personal Data)

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Alphabet’s intrinsic value (Personal Data)