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Strategies & Market Trends : Value Investing

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petal
To: petal who wrote (69603)1/23/2022 4:57:14 PM
From: Paul Senior1 Recommendation  Read Replies (1) of 78476
 
GOOG. In 7/21 I estimated here that fair value would be $2591. I hadn't had a chance to rerun my numbers after Spekulatius post. $3304 is now my new fair value estimate for GOOG for 2022, assuming business continues as it has. (rev growth, high margins).
So yes, trading at $2589 on my screen, GOOG is a buy (my opinion). I'll consider. Same as with FB: I have shares, am a little nervous about adding as market drops with FANG stocks being very noticeable participants.
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