🌐 What is google investing in?
#Cases
Alphabet #GOOGL is actively engaged in venture investments and even created three investment funds for this purpose. Let's take a look at where Alphabet has invested in the second half of 2021. Maybe we will find interesting investment ideas?
The company's investment objects are non-public startups, so simply repeating these transactions will not work. But we have selected public companies for you from every industry that Alphabet is interested in.
◈ Cloud technologies.
According to forecasts, between 2021 and 2026, the cloud computing market will show an average annual growth rate of 6.3%. For example, Alphabet has invested in companies offering cloud automation solutions, such as Oatfin.
• Public industry players: #CRM, #ADBE, #ZM
◈ Artificial intelligence (AI).
Until 2026, the AI industry is expected to grow by almost 40% annually. In particular, Alphabet has invested in Writer, a developer of AI-based text creation technology.
• Public industry players: #PLTR and #AI
◈ Financial technologies.
Analysts predict the growth of this sector by 23% per year until 2026. Alphabet does not lag behind this trend either. For example, among his recent investments is the fundraising service Groundswell.
• Public industry players: #UPST, #V, #INTU
◈ Telemedicine.
By 2027, the global telemedicine market is projected to grow at an average rate of 17.4% per year. Among the companies in the telemedicine industry, Found, an online weight loss service, has appeared in the Alphabet portfolio.
• Public industry players: #AMWL, #TDOC and #IRTC
◈ Tools to increase sales.
Analysts expect an average annual growth rate of 8% from the IT services market by 2026. Among the latest investments in this area, Alphabet has a data collection service for business Collibra.
• Public industry players: #HUBS, #TTD and #APPS
📌 Save not to lose!
#Cases
Alphabet #GOOGL is actively engaged in venture investments and even created three investment funds for this purpose. Let's take a look at where Alphabet has invested in the second half of 2021. Maybe we will find interesting investment ideas?
The company's investment objects are non-public startups, so simply repeating these transactions will not work. But we have selected public companies for you from every industry that Alphabet is interested in.
◈ Cloud technologies.
According to forecasts, between 2021 and 2026, the cloud computing market will show an average annual growth rate of 6.3%. For example, Alphabet has invested in companies offering cloud automation solutions, such as Oatfin.
• Public industry players: #CRM, #ADBE, #ZM
◈ Artificial intelligence (AI).
Until 2026, the AI industry is expected to grow by almost 40% annually. In particular, Alphabet has invested in Writer, a developer of AI-based text creation technology.
• Public industry players: #PLTR and #AI
◈ Financial technologies.
Analysts predict the growth of this sector by 23% per year until 2026. Alphabet does not lag behind this trend either. For example, among his recent investments is the fundraising service Groundswell.
• Public industry players: #UPST, #V, #INTU
◈ Telemedicine.
By 2027, the global telemedicine market is projected to grow at an average rate of 17.4% per year. Among the companies in the telemedicine industry, Found, an online weight loss service, has appeared in the Alphabet portfolio.
• Public industry players: #AMWL, #TDOC and #IRTC
◈ Tools to increase sales.
Analysts expect an average annual growth rate of 8% from the IT services market by 2026. Among the latest investments in this area, Alphabet has a data collection service for business Collibra.
• Public industry players: #HUBS, #TTD and #APPS
📌 Save not to lose!
📹 Zoom Video Communications #ZM
#Cases
▫️ Term - from 1 year
▫️ Potential return - 113%
◈ Description of the business and its prospects
Zoom Video Communications, Inc. is engaged in providing a communication platform for video. The company connects people with easy-to-use video, voice, chat, and content sharing, and provides face-to-face video calling to thousands of people in the same meeting across multiple devices and locations. The company was founded by Eric S. Yuan in 2011 and is headquartered in San Jose, California.
◈ Technical analysis comments
ZM papers are being squeezed to a strong support level as part of a downtrend. In addition, the paper is quite heavily oversold. The $100-$110 price level is great for long-term buying.
◈ Fundamental analysis
For the 4th quarter of 2021, the company received the following results: revenue was $1,071 million, which is 21.4% more than a year earlier. GAAP net income was $261 million, or $0.91 per share, compared to $15.3 million and $0.06 per share in the fourth quarter of 2020. The company, providing video communications during a pandemic, has grown significantly in 2021. The company's shares are trading at a discount, due to a somewhat vague outlook. We can expect Zoom to expand its product line and introduce new services and devices, but so far these are just unconfirmed opportunities.
The company's multipliers also look quite interesting. The company trades at 10 annual revenues. P/E and EV/EBITDA multiples are 32.1 and 34.5, respectively. Compared to the sector and competitors, Zoom looks a lot cheaper, especially given that the company is consistently profitable. The company manages its debt perfectly, liquidity indicators are at an optimal level. In addition, net profit margin is 33.6%, which is quite high for IT companies.
📌 The essence of the idea
The idea is long-term in nature, stop loss is not set for this idea. The company's papers can actively start to grow with a new round of the business cycle. The targets for this idea are at the $140, $160, $210 and $250 levels.
#Cases
▫️ Term - from 1 year
▫️ Potential return - 113%
◈ Description of the business and its prospects
Zoom Video Communications, Inc. is engaged in providing a communication platform for video. The company connects people with easy-to-use video, voice, chat, and content sharing, and provides face-to-face video calling to thousands of people in the same meeting across multiple devices and locations. The company was founded by Eric S. Yuan in 2011 and is headquartered in San Jose, California.
◈ Technical analysis comments
ZM papers are being squeezed to a strong support level as part of a downtrend. In addition, the paper is quite heavily oversold. The $100-$110 price level is great for long-term buying.
◈ Fundamental analysis
For the 4th quarter of 2021, the company received the following results: revenue was $1,071 million, which is 21.4% more than a year earlier. GAAP net income was $261 million, or $0.91 per share, compared to $15.3 million and $0.06 per share in the fourth quarter of 2020. The company, providing video communications during a pandemic, has grown significantly in 2021. The company's shares are trading at a discount, due to a somewhat vague outlook. We can expect Zoom to expand its product line and introduce new services and devices, but so far these are just unconfirmed opportunities.
The company's multipliers also look quite interesting. The company trades at 10 annual revenues. P/E and EV/EBITDA multiples are 32.1 and 34.5, respectively. Compared to the sector and competitors, Zoom looks a lot cheaper, especially given that the company is consistently profitable. The company manages its debt perfectly, liquidity indicators are at an optimal level. In addition, net profit margin is 33.6%, which is quite high for IT companies.
📌 The essence of the idea
The idea is long-term in nature, stop loss is not set for this idea. The company's papers can actively start to grow with a new round of the business cycle. The targets for this idea are at the $140, $160, $210 and $250 levels.
