Although auto GPS is in secular decline, the marine segment helps maneuver the firm to its moat rating.
Google introduced two new high-end smartphones as part of several product announcements that the wide-moat firm hopes will help maintain and/or grow its dominance in online search.
Thanks to its decision to no longer develop mobile devices and to continuing growth in its high-margin software and services revenue, we're raising our fair value estimate on this no-moat tech firm.
We are skeptical about this no-moat company’s ability to accelerate top-line growth and expand margins over the long run.
Our fair value estimate for the Google parent is rising, but we don't see opportunity right now.
Given the better-than-expected performance in the quarter and our assumption of further operating margin expansion, we're raising our fair value estimate on the wide-moat firm.
Disappointing guidance is sending shares of the social networker lower, but we’d wait for a larger margin of safety before investing.
Wide-moat social media company seeing growth in users, engagement, and online advertising as shares trade in 3-star territory.
Google's increasing appeal to advertisers and publishers supports Alphabet's wide economic moat, but shares are not cheap today.