We've all seen plenty of Google posts on Reddit, but most of the comments are a single line thesis about how they're super undervalued or how they're the next Kodak.
I'm interested in your sum-of-the-parts valuation for each business segment. Let's see some details though, not just "Waymo is really cool so it's worth a trillion dollars." Let's see your estimates for growth, your price to earnings/sales, your DCF's, etc...
I'd love to see a few compelling arguments from the bull perspective and the bear perspective, show me what you think!