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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: petal who wrote (69603)	1/23/2022 4:33:20 PM
From: E_K_S	1 Recommendation Recommended By petal Respond to of 78476

Re: GOOG is this a GARP stock? I have GOOG on my watch list and have a GTC order to start a position at/below $2,280 about 12% lower than the closing price Friday. FCF from 12/2019 to 12/2020 grew 10.94% FCF QoQ is growing much faster EBITD grew 19% YoY 2019 to 2020; more of that FCF is going to the bottom as capital investments are paying off. Even now PEG <1 at 0.91 which signals to me a screaming BUY. just based on their PEG is <1; I would say GOOD is a GARP stock. What's a reasonable price? The market will over correct and I will be gauging my small starter position more around the general market sell off and how much 'fear' is created.

To: petal who wrote (69603)	1/23/2022 4:57:14 PM
From: Paul Senior	1 Recommendation Recommended By petal Read Replies (1) \| Respond to 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.