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Alphabet Inc. (GOOG): Navigating the AI Frontier – Growth Amidst Valuation Scrutiny

Financial Analysis Gwilym McGrew -
MOUNTAIN VIEW, CA – July 26, 2025 – In the relentless current of technological evolution, where artificial intelligence and cloud computing command the tide,...

ServiceNow Soars in Q2 2025: AI Innovations Propel Revenue to $3.22 Billion.

Financial Analysis Gwilym McGrew -
Santa Clara, CA – ServiceNow, Inc. (NYSE: NOW), a leading force in cloud-based enterprise workflow automation, has once again demonstrated its market dominance with...

Evaluating Reddit $RDDT Stock: Is It Overvalued? A Deep Dive Using Buffett Valuation Methods

Financial Analysis Gwilym McGrew -
As of June 15, 2025, Reddit, Inc. (RDDT) is trading at $118.18 per share, reflecting significant investor interest in the social media platform. But...

Is Oracle Corporation $ORCL a Hidden Gem or Overpriced? A Deep Dive into Its Intrinsic Value

Financial Analysis Gwilym McGrew -
When it comes to investing in technology giants, Oracle Corporation (ORCL) often sparks debate among value investors. Known for its robust cloud infrastructure and...

Is ServiceNow $NOW a Buy or Overvalued? Unpacking Its Intrinsic Value, Returns, Moat, and Long-Term Potential

Financial Analysis Gwilym McGrew -
ServiceNow boasts a very large moat.... As the tech landscape evolves in 2025, ServiceNow (NOW) continues to shine as a leader in cloud computing and...

Analyzing Microsoft’s $MSFT Intrinsic Value & Profitability Metrics: A Deep Dive into Valuation and Returns

Financial Analysis Gwilym McGrew -
Its impressive ROE & ROTE affirm its financial strength... Microsoft Corporation (MSFT) remains a cornerstone of the technology sector, powered by its leadership in cloud...
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