Dear Mr. Buffett, From a value investing perspective, Alphabet's (GOOGL) curre… · @De34318Guai · TwKit

@De34318Guai

Dear Mr. Buffett, From a value investing perspective, Alphabet's (GOOGL) current stock price offers a highly compelling margin of safety—dipping even below your average cost basis. Given Google's monopolistic moat in global search and digital advertising, its exceptionally robust free cash flow, and its deep long-term accumulation in AI infrastructure and cloud computing, the market's short-term pessimism may be presenting us with a rare opportunity to expand our position. As your enduring principle dictates: when it rains gold, reach for a bucket, not a thimble. Now might be the perfect moment to double down on Alphabet!

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