$GOOGL

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Amongst the FANG of four, $GOOGL is perhaps the most widely used since it dominates the mobile usage market via Android devices. Search engines, browsers, apps store, you name & it probably has it.

So what else do we not know about them? There are hidden gems within it that has not reached commercialisation yet but will represent its future revenue story. Eg. Boston Dynamics, a robotics firm, its new Youtube original shows, Andy Rubin’s new “Essential Home” smart home device etc etc.

It has low gearing, decent ROE & above sector average net margins. Fundamentally its sound but its multiples aren’t cheap, but technically its bull case isn’t over as it broke into record highs recently. Some consolidation is expected soon as it broke above its 161.8% fib extension recently, so unless its support fails, more accumulation would not be surprising on strong pullbacks.

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