Topic

GOOGL

A collection of 2 issues

Alphabet 3Q’26: Search Worries Weighing In

For the second consecutive quarter, Alphabet posted negative Free Cash Flow (FCF). That wasn’t really a surprise, but investors were jolted by a dilapidated quarter from Search.

Meta's "True" ROIC, and Some Notes from Meta and Alphabet's 10-Qs

Over the weekend, I realized that the way I was calculating Meta’s ROIC somehow masked its “true” ROIC.