Here’s Why Alphabet (GOOG) Offers a Compelling Reward-To-Risk Opportunity

6 days ago 6

Soumya Eswaran

Mon, November 24, 2025 astatine 7:33 AM CST 5 min read

Loomis Sayles, an concern absorption company, released its “Global Growth Fund” capitalist missive for the 3rd 4th of 2025.  A transcript of the missive tin beryllium downloaded here. In the 3rd quarter, the money returned 7.59% compared to 7.62% for the MSCI ACWI Index Net. The steadfast seeks to put successful high-quality businesses that person sustainable competitory advantages and acquisition profitable growth, particularly erstwhile these companies are trading astatine a important discount to their intrinsic value. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Loomis Sayles Global Growth Fund highlighted stocks specified arsenic Alphabet Inc. (NASDAQ:GOOG). Alphabet Inc. (NASDAQ:GOOG), the genitor institution of Google, offers assorted platforms and services operating done Google Services, Google Cloud, and Other Bets segments. The one-month instrumentality of Alphabet Inc. (NASDAQ:GOOG) was 11.01%, and its shares gained 76.86% of their worth implicit the past 52 weeks. On November 21, 2025, Alphabet Inc. (NASDAQ:GOOG) banal closed astatine $299.65 per share, with a marketplace capitalization of $3.617 trillion.

Loomis Sayles Global Growth Fund stated the pursuing regarding Alphabet Inc. (NASDAQ:GOOG) successful its 3rd 4th 2025 capitalist letter:

Alphabet Inc. (NASDAQ:GOOG) is simply a holding institution that owns a postulation of businesses, the largest and astir important of which by acold is Google. Google is the planetary person successful online hunt and advertizing and besides offers unreality solutions to businesses and consumers globally, with a extremity of organizing the world’s accusation and making it universally accessible and useful. Google dominates the US and planetary accepted hunt marketplace with a greater than 80% stock of hunt volumes. As a relation of seeing much searches, Google is capable to supply amended hunt results, resulting successful a higher lawsuit conversion complaint for advertisers and enabling Google to seizure a starring stock of hunt revenue. Google’s ample web of consumers, advertisers, and publishers is simply a almighty concern ecosystem arsenic third-party participants specified arsenic selling affiliates and autarkic bundle vendors adhd worth to the idiosyncratic experience. As a result, we judge consumers get their champion and astir applicable hunt results and advertisers get the champion returns connected their advertizing dollars. Such a robust ecosystem attracts expanding numbers of participants and thereby creates a virtuous rhythm for a sustainable concern exemplary and semipermanent growth. In its emerging unreality business, we estimation that Google captures little than 10% marketplace stock of the planetary marketplace for nationalist unreality services. We judge Google remains 1 of the fewer planetary companies that has the scale, probe and improvement (R&D), and method endowment to efficaciously vie successful this marketplace implicit the agelong term. Non-Google businesses comprise little than 1% of Alphabet revenues and are held successful the company’s Other Bets segment.


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