Looking at today’s market I’m always reminded by two quotes from legendary investor, Peter Lynch.

The first, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”

And the second, “The key to making money in stocks is not to get scared out of them.”

So while uncertainty still remains sky high, and no signs of the bottom have emerged, one thing I’m not doing is trying to predict it.

Instead, I’ve started buying a few select names already.

These aren’t aggressive buys, but are companies I like long-term and plan to add if they dip further.

One of them is Alphabet (GOOGL). I know what you might be thinking, the MAG 7 has gotten destroyed this year, and valuations are crazy.

But if you look at valuation, GOOGL is the cheapest Mag 7 stock with a P/E ratio of about 20 and a forward P/E of 15.94. Shares are down more than 20% from its all-time highs of $207.05.

And most recently, they made a splash by announcing the purchase of WIZ in a $32 billion all-cash deal. Wiz is a fast-growing cloud security company that’s revolutionized how organizations protect their cloud environments.

Founded in 2020, they quickly gained traction with their agentless approach to identifying security risks across multi-cloud deployments.

This $32 billion acquisition—Alphabet’s largest ever—significantly enhances Google Cloud’s security capabilities and competitive position against Microsoft and Amazon in the enterprise market.

Wiz already serves approximately 40% of Fortune 100 companies, bringing valuable enterprise relationships to Google’s ecosystem.

Why Adding GOOGL on Dips Makes Strategic Sense

Alphabet presents a compelling opportunity for investors willing to look beyond short-term market volatility.

There are several reasons why gradually building a position during market dips is a sound strategy:

Attractive Valuation in a Premium Market

While many tech companies trade at stratospheric multiples, Alphabet offers relative value with its current P/E ratio of 20 and forward P/E of 15.94.

This represents a significant discount to both its historical average and many of its tech peers, especially considering its consistent growth rates and diverse revenue streams.

The 20% pullback from all-time highs provides an entry point that hasn’t been available for quite some time.

Given the company’s strong fundamentals, this correction appears more reflective of broader market sentiment than any fundamental deterioration in Alphabet’s business model.

Financial Fortress Provides Stability

Alphabet maintains one of the strongest balance sheets in corporate America, with over $20 billion in cash and equivalents and the ability to generate more than $70 billion in free cash flow annually.

This financial strength serves multiple purposes:

1. It enables strategic acquisitions like Wiz that can open new growth avenues
2. It provides ample resources to weather economic uncertainties
3. It supports ongoing shareholder returns through buybacks

This financial flexibility makes Alphabet particularly resilient during volatile market periods, allowing management to play offense when competitors might be forced to play defense.

Multiple Growth Engines Reduce Risk

Unlike companies dependent on a single product or service, Alphabet has successfully diversified its growth drivers:

• Search advertising remains the core profit center
• YouTube continues expanding both ad-supported and subscription revenues
• Google Cloud is growing rapidly and recently achieved consistent profitability
• AI initiatives are being integrated across the entire product ecosystem

This diversification means that weakness in any single segment is less likely to derail the company’s overall trajectory. The Wiz acquisition further strengthens the cloud segment, which has become an increasingly important contributor to both growth and profitability.

Long-Term Vision Transcends Market Cycles

Alphabet’s willingness to make bold moves like the $32 billion Wiz acquisition demonstrates management’s commitment to long-term strategic positioning rather than quarterly results.

Their history of successful integrations—from YouTube to DoubleClick to Android—suggests they understand how to incorporate acquisitions effectively.

The cloud security market represents a massive opportunity, with cybersecurity spending expected to exceed $200 billion globally by 2026.

Wiz’s position serving 40% of Fortune 100 companies provides Alphabet with valuable enterprise relationships that could accelerate Google Cloud adoption in the highly competitive enterprise market.

Your Action Plan

Market volatility creates opportunities for patient investors. Alphabet’s combination of reasonable valuation, financial strength, diverse growth drivers, and strategic vision makes it a compelling candidate for incremental purchases during this period of uncertainty.

Rather than trying to time the absolute bottom, implementing a disciplined approach of adding to positions during significant dips allows investors to build meaningful exposure to one of technology’s most durable franchises.

As Peter Lynch would remind us, the goal isn’t to avoid every market decline, but rather to maintain conviction in quality businesses through inevitable periods of volatility.

Alphabet’s fundamentals suggest it belongs in that category of businesses worth holding through market cycles.

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