Welcome!
Alphabet Inc
Tong's Portfolio
Knowing how to value digital tech companies is critical to value investing
Tech companies are synonymous with innovation.
November 11, 2021
Tech
Big Tech’s valuations are cheapest in three years after slump
The megacap tech stocks may get cheaper still.
October 06, 2021
Tech
The case against big bad monopolist Google
If Biden becomes the next US President, tech giants like Google would find themselves adjusting to a whole new regulated world.
October 30, 2020
Global review
Google accused of abusing market power in landmark US case
“People use Google because they choose to, not because they’re forced to, or because they can’t find alternatives."
October 23, 2020
Tech
Google's Fitbit deal is all about data, not fitness
SINGAPORE (Nov 18): Two weeks ago, search giant Google acquired fledgling fitness device maker, Fitbit, for US$2.1 billion ($2.9 billion). In mid2015, Fitbit was listed at a US$4.1 billion valuation, with its stock soaring to US$51.90 within six weeks of
November 15, 2019
Tech
Google and Facebook can't count on consumers saving them
(Sept 11): The scrutiny of giant technology companies and the inevitable anxiety that follows are now so commonplace that they have become rote. Once terms like “techlash” become household words, it’s easy to become numb.
September 11, 2019
US-China trade war
Trump calls for inquiry into Google's work with China
WASHINGTON (July 16): US President Donald Trump said on Tuesday his administration would investigate whether Alphabet Inc’s Google supports the Chinese government, following accusations that a company official refuted hours later at a Senate hearing.
July 17, 2019
Tech
Paging Larry Page: Alphabet deserves better
SINGAPORE (July 1): At a meeting last week of Alphabet stockholders, a man lobbed a simple query at the company’s chairman: Where is the CEO?
June 28, 2019
Sector Focus
Big tech is armed, waiting to repel US antitrust onslaught
(June 10): Investors were caught off guard by the sudden US assault on technology giants last week, but behind the scenes, the industry’s biggest companies have been preparing for this moment of reckoning for months.
June 07, 2019
Tech
Tech's US$900 bil rout is price of earnings becoming ordinary
(Oct 11): Investors enamoured of tech stocks that suddenly seem only to fall are searching for answers. The simplest may be that the group just isn’t that special anymore.
October 11, 2018