Sven Carlin on GOOGL
Sven Carlin on Alphabet (GOOGL): every public call, dated.
6 quotes from 308 videos reviewed since 2025-09-10. Each one links to the exact second on YouTube, with the closing price on the day of the video and what the stock did since.
- GOOGL close, 2026-09-10
- $332.6
- Since first quote, 2025-09-10
- +39.4%
- S&P 500 (SPY), same period
- +17.5%
- Latest stance, Jul 28, 2026
- Valuation view
The chart found its happy place.
GOOGL from 2025-09-10 to 2026-09-10. Price movement, not the creator’s realized return.
Price and the calls
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $212 |
| 2025-09-30 | $242 |
| 2025-10-31 | $280 |
| 2025-11-28 | $319 |
| 2025-12-31 | $312 |
| 2026-01-30 | $337 |
| 2026-02-27 | $311 |
| 2026-03-31 | $287 |
| 2026-04-30 | $384 |
| 2026-05-29 | $380 |
| 2026-06-30 | $357 |
| 2026-07-31 | $356 |
| 2026-08-31 | $339 |
| 2026-09-10 | $333 |
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $212 |
| 2025-09-30 | $242 |
| 2025-10-31 | $280 |
| 2025-11-28 | $319 |
| 2025-12-31 | $312 |
| 2026-01-30 | $337 |
| 2026-02-27 | $311 |
| 2026-03-31 | $287 |
| 2026-04-30 | $384 |
| 2026-05-29 | $380 |
| 2026-06-30 | $357 |
| 2026-07-31 | $356 |
| 2026-08-31 | $339 |
| 2026-09-10 | $333 |
The short version
Sven Carlin does not own Alphabet and treats it as a case study in his intrinsic-value method: strong numbers, a price that ran ahead of them, and rising risk from AI capex. In the window he moved Google down his 'value quadrant' after the 2026 capex commitments, lowered his intrinsic value, and concluded the stock offers 'a good return, but not a great return'. He notes Buffett's and Klarman's buying without following them.
What Sven Carlin said, when
MentionSven Carlin on Alphabet: “Klarman has been increasing his Google position at periods…”
“Klarman has been increasing his Google position at periods of volatility. The situation with Google is that the numbers are still great. Everything looks great. However, the fear is again ChatGPT…”
MentionSven Carlin on Alphabet: “Google reaching 300, Buffett bought, and of course it…”
“Google reaching 300, Buffett bought, and of course it is double of an investment since Liberation Day.”
Valuation viewSven Carlin on Alphabet: “We discussed Google, how it can go to 500,…”
“We discussed Google, how it can go to 500, what are the risks? Risk and reward. I'm always looking at risk and reward.”
Valuation viewSven Carlin on Alphabet: “Next stock, Google. As the stock price went up,…”
“Next stock, Google. As the stock price went up, as the AI bubble is evolving, things are getting more exuberant.”
MentionSven Carlin on Alphabet: “Great earnings, Google stock down, let's discuss. Do we…”
“Great earnings, Google stock down, let's discuss. Do we need to change growth rates in our intrinsic value calculation?”
Video frame · 0:35Watch moment Valuation viewSven Carlin on Alphabet: “I'm lowering my intrinsic value for Google, and it's…”
“I'm lowering my intrinsic value for Google, and it's still very, very far from the current stock price. For me, Google is pretty expensive. Perhaps a good return, but definitely not a great return.”
How to read this
Quotes are short excerpts from Sven Carlin's public YouTube videos, attributed to the speaker and linked to the timestamp. “Close that day” is GOOGL's split-adjusted closing price on the day the video was published (New York time); if markets were closed that day, the last close before it. “Since” compares that close with the latest close on 2026-09-10. It is a price observation, not the creator's realized return, and not investment advice. Full methodology.
Coverage: 308 of 308 videos published since 2025-09-10 reviewed; 227 Alphabet mentions found. Data generated 2026-09-11.