RE: GOOG
To be fair to GOOG Paul was one of the first here (I think) adding them when sentiment was bad but I also recall Elroy, Petal, a few others and myself have a debate about them and it seemed clear to me GOOG was undervalued.
When Jim Cramer was saying “I’ve left Google. Now, I didn’t leave it at the right price, I know that, but I left it because I don’t use Google other than for the most simple historical stuff, because there are other ones that I wouldn’t go to. I won’t go to Grok to find out whether Hoover was president. I’ll still use Google for that, but I just find myself using so many other things, and I know I can’t be alone, and that’s what I worry about. I know YouTube’s doing well, though.” that was probably the time to really buy.
In August 2025 I wrote on post 77962:
And here we are just a few months later and Gemini is starting to eat some of GPT's lunch. GPT also released 5.2 and it feels even less valuable than 5.1 did.
August 25th the price for $GOOGL was $208.49/s and today it's 309.29/s. Alas, I also made the mistake of selling too early on this one. I got 40% gain in a quick run for my portfolio and exited for some reason instead of following my processes and just trimming. Oh well.
Happy investing,
Sean |
