While the firm's growing user engagement is reaffirming part of our thesis, lower than expected user growth and delay in more effective monetization of the users are concerning.
The wide-moat social network had a strong fourth quarter, but will need to continue to invest in innovation to keep competitors at bay.
We’re modestly raising our fair value estimate for the Google parent, but we still see the shares as fairly priced.
The narrow-moat firm has an appealing portfolio of online dating brands, but we recommend investors wait for a better entry point.
We think shares of the social networking firm are fully valued as management signals it will continue to invest in the business.
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.