IB Net Payout Yields Model

Are Grownups Really Running Google, I Mean Alphabet?

  • Alphabet surges to new highs based on surpassing Q3'15 estimates.
  • A big rationale for the recent gains isn't so apparent in the Q3 details that suggest financial discipline isn't in place following the hiring of the new CFO.
  • The stock likely continues rallying based on momentum until year-end before the market wakes up to the higher levels spent on other bets.

The investment thesis about 150 points and a name ago was that the stock of Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) would soar based on a grownup running the show. The prediction was that the stock had significant ability to not only grow earnings, but obtain higher multiples from the market with better financial stewardship.

Read the full article at Seeking Alpha.

Disclosure: No position mentioned. Please review the disclaimer page for more details. 


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