Valuing Alphabet On A Sum Of The Parts Basis, Assuming Search Stops Growing

Core Insights - The article emphasizes the ongoing concerns regarding Google's search business, particularly in light of recent antitrust trials involving Apple [1]. Group 1: Company Overview - Google is facing significant scrutiny regarding its search business, with discussions highlighting potential risks to its market position [1]. - Apple's Eddy Cue's testimony in the antitrust trial indicates that search queries on Apple devices are a focal point of the legal challenges against Google [1]. Group 2: Investment Strategy - The investment group Cash Flow Compounders focuses on identifying high-quality stocks with attractive valuations, particularly those with high return on equity and free cash flow [1]. - The group aims to provide 2-4 new high-quality investment ideas each month, which have historically outperformed benchmark levels [1].