TEK2day

Operating at the Intersection of Technology and the Capital Markets

Tag: Google One

  • Google Looks Attractive

    GOOGL shares look attractive. 11.4x EV/Operating Cash Flow and an 8% cash flow yield for a quality company that I would rather own versus overvalued Tech stocks like PLTR, COIN and scores of others. If you ask me, GOOG is going to gain share across its Remote Server business (GCP), and its Productivity products (Docs,…

  • 28 Billion New Photos & Videos Each Week Means Google Photos Has Pricing Power

    High product usage rates combined with high switching costs equal pricing power. Google Photos – the popular photo & video management platform for Android and iOS – has pricing power to spare. Google ran the playbook perfectly. Years ago Google promised users of its Photos service that the service would remain free for life so…