Alphabet Inc. aka Google (NASDAQ: GOOG ), GOOG L) stock has risen a mighty 39% since the time of my last coverage , with 10% or so of that rise coming in just the lastProfessional equity portfolio manager for a boutique buy-side asset manager.My focus is on finding high-quality companies, applying a disciplined approach to valuation and identifying underappreciated opportunities. My goal is to identify opportunities in cash-rich companies with strong balance sheets and shareholder friendly policies. I endea ...