Sven Carlin on GOOGL
Sven Carlin on Alphabet (GOOGL): the quotes, dated.
12 dated quotes about Alphabet stock (GOOGL), selected from all 349 Sven Carlin videos published since 2025-09-10 — a selected record, not the complete history. Each links to the exact second on YouTube, with GOOGL’s close that day and what the stock did since.
Every quote is reproduced word for word from the video and linked to the second it was said.
- GOOGL close, 2026-10-28
- $324.89
- Price since the first quote, Sep 10, 2025
- +35.8%
- S&P 500 (SPY), same period
- +18.4%
- vs the S&P 500
- +17.4 pp
- Latest stance, Sep 3, 2026
- Avoid
- Mentions found
- 253 in 78 of 349 videos
The short version
In September 2025 Sven Carlin noted Seth Klarman's fund adding to Google amid fear of ChatGPT and other AI providers. In October 2025 they called Google high risk for medium reward and not interesting for them. In February 2026 they put intrinsic value at half the price, and in April 2026 said they would not invest, unsure Google would keep its moat. In July 2026 they put Google's Anthropic-adjusted P/E at 40 and lowered their intrinsic value. In August 2026 they estimated a 5–6% return if double-digit growth lasted 10 years, and in September 2026 declined to follow Buffett's buying at those prices.
Summary of the quotes on this page. Updated .
What Sven Carlin said last · Sep 3, 2026
Avoid
“We discussed Google as a bet and you can see it here as red. Warren Buffett's buying, Sven you're a value investor, you should buy too. Not at current prices. P/E ratio 16, that's cheap. Not if you adjust for Antropic or Open AI or whatever they own, reported earnings. That's just gain on valuation.”
No clear directional call
These quotes do not establish a clear bullish or bearish call.
GOOGL from to . Price movement, not the creator’s realized return.
Price up since 5 of 12 quotes · Stock ahead of SPY: 2 of 12
Leaderboard result: Not scored (no clear directional call). How it is scored
Sven Carlin’s price target and valuation calls on GOOGL
A price target, a fair-value estimate and a price worth buying at are different things. Each line below quotes which one was said, and when.
Valuation view
Same as Google that has what more than doubled over the last year, over the last 10 months, we were all scared about chat GPT taking its place. Now they have come in with Gemini…
Valuation view
We discussed Google, how it can go to 500, what are the risks? Risk and reward. I'm always looking at what can go wrong at what price. When something can't go wrong, then it get…
Valuation view
However, the true earnings are 160 billion minus the 55 billion of the Anthropic valuation adjustment, true earnings are 105 billion. The true P/E ratio of Google is 40.
Valuation view
Next stock, Google. We have discussed it in an intrinsic value and also how As the stock price went up, as the AI bubble is evolving, things are getting more exuberant.
Valuation view
I'm lowering actually my intrinsic value for Google, and it's still very, very far from the current stock price. If we go back to our comparative table, For me, Google is pretty…
Valuation view
Again, going back to our template, around a 5 6% return from Google. But, that is expecting double-digit growth rates for the next 10 years. If that is hit, it might be better t…
Price and the calls
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
GOOGL · daily close, split-adjusted · 2025-08-11 → 2026-10-28 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $213 |
| 2025-09-30 | $243 |
| 2025-10-31 | $281 |
| 2025-11-28 | $320 |
| 2025-12-31 | $313 |
| 2026-01-30 | $338 |
| 2026-02-27 | $312 |
| 2026-03-31 | $288 |
| 2026-04-30 | $385 |
| 2026-05-29 | $380 |
| 2026-06-30 | $357 |
| 2026-07-31 | $356 |
| 2026-08-31 | $339 |
| 2026-09-30 | $344 |
| 2026-10-28 | $325 |
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
GOOGL · daily close, split-adjusted · 2025-08-11 → 2026-10-28 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $213 |
| 2025-09-30 | $243 |
| 2025-10-31 | $281 |
| 2025-11-28 | $320 |
| 2025-12-31 | $313 |
| 2026-01-30 | $338 |
| 2026-02-27 | $312 |
| 2026-03-31 | $288 |
| 2026-04-30 | $385 |
| 2026-05-29 | $380 |
| 2026-06-30 | $357 |
| 2026-07-31 | $356 |
| 2026-08-31 | $339 |
| 2026-09-30 | $344 |
| 2026-10-28 | $325 |
What Sven Carlin said, when
- 1
— Mention
17:11 “He has been increasing his Google position. We have already discussed Google. However, again he has been increasing it at that periods in volatility. The situation with Google is that the numbers are still great. Everything looks great. However, the fear is again Chat GPT and all the other AI providers that might in the future disrupt Google.”
About Seth Klarman's fund adding to its Google position, not a purchase by Sven Carlin.
Corrected · corrections log
- 2
— Avoid
5:27 “Will we use Google? It's just in the starting. AI will change the world. It is an investing bubble, but it will change the world, and therefore, it might also impact these companies. So, at these prices, I'll keep Google here at a high risk for a medium reward. Not interesting for me.”
Placing stocks on his value investing quadrant, he asked whether AI will disrupt Google and said he uses Google less.
- 3
— Mention
1:35 “Google reaching 300, Buffett bought, and of course it is double of an investment since Liberation Day.”
- 4
— Valuation view
10:40 “Same as Google that has what more than doubled over the last year, over the last 10 months, we were all scared about chat GPT taking its place. Now they have come in with Gemini. Everything is growing. They are still growing. 8% growth rates, P ratio of 20, intrinsic value half of where we are”
In a video about when to buy the large tech stocks, he said these stocks could keep rising if growth continues, and gave Google as an example.
- 5
— Valuation view
1:09 “We discussed Google, how it can go to 500, what are the risks? Risk and reward. I'm always looking at what can go wrong at what price. When something can't go wrong, then it gets interesting for me.”
Corrected · corrections log
- 6
— Avoid
11:37 “And that is the key question, and that's why I will not invest, for example, in Google because with the technological revolution that is going on and will likely be even better in the next 5 years, I simply cannot put my hand in the fire that Google will be a winner or that will keep its moat.”
Reviewing the Magnificent 7 after a price decline, he noted Alphabet's growing capital expenditures and asked whether AI can eat up AI.
- 7
— Valuation view
2:56 “However, the true earnings are 160 billion minus the 55 billion of the Anthropic valuation adjustment, true earnings are 105 billion. The true P/E ratio of Google is 40.”
In an intrinsic value video, he adjusted Google's trailing earnings for other income from the revaluation of its Anthropic investment.
- 8
— Valuation view
8:09 “Next stock, Google. We have discussed it in an intrinsic value and also how As the stock price went up, as the AI bubble is evolving, things are getting more exuberant.”
Corrected · corrections log
- 9
— Mention
0:35 “Great earnings, Google stock down, let's discuss. Do we need to change growth rates in our intrinsic value calculation?”
- 10
— Valuation view
13:40 “I'm lowering actually my intrinsic value for Google, and it's still very, very far from the current stock price. If we go back to our comparative table, For me, Google is pretty expensive. Perhaps a good return, but definitely not a great return.”
Corrected · corrections log
- 11
— Valuation view
5:20 “Again, going back to our template, around a 5 6% return from Google. But, that is expecting double-digit growth rates for the next 10 years. If that is hit, it might be better than the 3.8 Treasury.”
Discussing Berkshire Hathaway's cash and possible Google purchases, he compared the return his valuation template gives for Google with the Treasury yield.
- 12
— Avoid
22:58 “We discussed Google as a bet and you can see it here as red. Warren Buffett's buying, Sven you're a value investor, you should buy too. Not at current prices. P/E ratio 16, that's cheap. Not if you adjust for Antropic or Open AI or whatever they own, reported earnings. That's just gain on valuation.”
Reviewing stocks in his investing quadrant, he answered the argument that he should follow Buffett into Google.
Corrected · corrections log
No quote added since · 48 later videos from Sven Carlin · covers videos through
Other creators on GOOGL
- Daniel PronkValuation view+34.9%
- Stocks with JoshConditional+29.7%
- Business with BrianValuation view+25.0%
- Tom NashNamed as a pick+7.1%
- Adam KhooValuation view+3.6%
- Joseph CarlsonHold, bullish-3.9%
- Jerry RomineValuation view+14.5%
More from Sven Carlin
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- Meta METAValuation view+6.6%
- Microsoft MSFTValuation view+43.5%
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. If the stock has split since a quote, the card shows the price it traded at that day and, beneath it, the split-adjusted close the % change uses. “Since” compares that close with the latest close on 2026-10-28. It is a price observation, not the creator's realized return, and not investment advice. How the price change is calculated. Next to it we show SPY, the ETF tracking the S&P 500, over the same two dates — so a move can be read against the market rather than on its own: why we compare with SPY. Each quote also carries a label — Named as a pick, Risk acknowledged, Reducing — describing what kind of statement it was: see what the labels mean.
Coverage: 349 of 349 videos published since 2025-09-10 covered; 253 Alphabet mentions found. Prices as of 2026-10-28.
Independent record — not affiliated with or endorsed by Sven Carlin. Request a correction or removal