Alphabet Has Won (NASDAQ:GOOG)

Group 1 - The article emphasizes that Netflix has been a long-term winner in the streaming wars, highlighting the importance of sustained profitability over mere valuation [1] - The author focuses on U.S. and European equities, particularly undervalued growth stocks and high-quality dividend growers, indicating a strategic investment approach [1] - The article suggests that strong margins, stable and expanding free cash flow, and high returns on invested capital are more reliable drivers of returns than valuation alone [1] Group 2 - The author manages a portfolio publicly on eToro, where they have qualified as a Popular Investor, allowing others to follow their investment decisions in real-time [1] - The interdisciplinary background of the author, which includes Economics, Classical Philology, Philosophy, and Theology, enhances both quantitative analysis and market narrative interpretation [1] - The investment philosophy aims to ensure sufficient assets for freedom in work and life, rather than complete financial independence [1]