Alphabet Reports…

23% Y/Y Growth - Pretty impressive for a 1.55T MCap company. But this is the part that caught my attention:

“On April 20, 2022, the Board of Directors of Alphabet authorized the company to repurchase up to an additional $70.0 billion of its Class A and Class C shares in a manner deemed in the best interest of the company and its stockholders, taking into account the economic cost and prevailing market conditions…”

Thing sold off during AH trading.

For $70B They could buy:

  1. CRWD: Market Cap $47B - And still have enough left over to buy SentinelOne

  2. MELI: Market Cap of 48.5B - and still have enough to buy BILL

  3. DDOG: Market Cap of $37.5B - and still have enough to buy MNDY, BILL and SentinelOne.

  4. SNOW: Market Cap $54.5B - and Dinner, Show tickets, and Banana Milkshakes for everyone in America.

  5. SHOP: Market Cap $58B - and Every NFL Football stadium.


All the Best,


Note: I may have overshot on the NFL Stadium thing. That comment was meant for a combination with NET (MCAP of $31B but I somehow FUBAR’D it up.) Mea Culpa!

All the Best,