Google – The Strongest Tech Company On Earth


  • Going by its competitive position, Google is the strongest tech company on earth.
  • It has high market share in most of its markets and practical advantages that could keep the high share going in several of them.
  • Bing is not meaningfully eating into Google’s Search market share.
  • Google could lose share in search, long-form video, and smartphone operating systems and still be dominant in those markets.
  • In this article, I make the case that GOOG is still a mildly appealing buy despite its increasingly rich valuation.

Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) stock, hereafter referred to as “Google,” has been rising lately. Its most recent earnings release was a minor beat, thought it didn’t move the stock much initially. What really got things moving was the