This extensive financial research report offers a comprehensive overview of Alphabet Inc. (GOOGL/GOOG), focusing on its business model, financial performance, and market position. It presents detailed quarterly earnings for Q2 2025, highlighting strong revenue and net income growth driven by Google Search and Cloud services. The document further explores Alphabet's revenue streams, its dominant market presence across various platforms, and the short and long-term risks the company faces, including regulatory scrutiny and competitive pressures in the AI landscape. Additionally, it provides an in-depth analysis of Alphabet's cost structure, the composition and performance of its management team, the impact of its top shareholders and unique voting structure, and its recent shift towards significant share buyback programs and dividend initiation. Finally, the report concludes with an intrinsic valuation using a discounted cash flow (DCF) method and a thorough 10-year historical analysis of key financial metrics, showcasing Alphabet’s robust growth, strong profitability, and exceptionally healthy balance sheet.

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Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett)

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Charlie Munger

Poor Charlie’s Almanack

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Classic Principles

The Intelligent Investor

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