Full Alphabet IC memo (Gumroad):
Written for people who already know $GOOG is a core asset, but refuse to trade the tape like a mood swing.
It does three things:
-Pins scenario valuation ranges on GOOGL so +10% / -10% is context, not drama
-Ties those ranges to explicit assumptions and catalysts, so you know what has to be true
-Marks the zones where price and fundamentals decouple, which is where alpha lives, not comfort
Link:
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