GOOG is the new AAPL

=== SUMMARY === - Post argues GOOG is poised to repeat Apple’s post-Buffett earnings growth story, using PE and earnings yield math. - Author’s thesis: at ~25x normalized PE and ~20% EPS growth, GOOG’s earnings yield could rise from 4% to 25% in a decade. - Quality assessment: Reasoned but speculative; it is a simplified comparative valuation thesis, not deep fundamental DD. === SENTIMENT === BULLISH === TRADE IDEAS === GOOG - LONG | confidence: 0.70 | sentiment: +0.70 Speaker: u/investorinvestor Thesis: 1. THE FACT: Author compares GOOG’s ~25x PE and ~20% EPS growth to Buffett’s AAPL buy at 16x PE, which led to 4x EPS growth. 2. THE BRIDGE: If GOOG sustains ~20% EPS growth, its earnings yield compounds rapidly, creating a long-term compounding opportunity. 3. THE VERDICT: GOOG could be an “AAPL-like” compounder, justifying a long-term buy at current valuation. 4. RISKS: Growth may decelerate, AI capex pressures margins, or regulatory/antitrust actions could hurt the core business. Timeframe: long-term Key Points: - GOOG growth math is aggressive but plausible - Compounding earnings yield is core thesis - Valuations can stay rich if growth decelerates - Regulatory risk in search/ad business remains - Not a timing call; long-term compounding idea