(Correction) TMTB: GOOGL

In my previous email, I accidently posted a snapshot of META’s y/y growth instead of GOOGL’s. It should have read:

So now margins take a back seat in bulls mind, but I also worry about top line numbers next year: street modeling an accel in revenues for 2024 despite the comp getting ~9pts tougher over the next year? Those numbers seem too high to me:

Have a good night!