Google: Undervalued With A Rosy Outlook After Q2 (Archive)
Google’s resilient search, real cloud margins, and disciplined capital allocation drive compelling upside.
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Google: The Hidden Truth Behind Accounting Boosts (Archive)
Unmasking Alphabet’s earnings: separating one-off accounting boosts from true operating strength.
Google: Recalibrating Before Q1 FY23 Results (Archive)
Recalibrating Google Cloud margins before Q1 FY23 to frame an impending revenue beat.
Google: Look Up At The Cloud (Archive)
Cloud’s quietly becoming Google’s profit engine, with pricing and margins inflecting higher.