u/the_axe_effect · 32h agono track record yet
My attempt at Google valuation
DCF valuation model suggests Google is trading at a 28% discount to intrinsic value (~$492B equity value) based on conservative 12% FCFE growth, accounting for $700B AI capex debt paydown over years 2-8. AI improvements in ads, cloud, and ventures support the thesis that Google can maintain historical 18% CAGR despite maturity.
At post $352.72Now $352.720.0% since postedas of Oct 12, 4:30 PM ET