Alphabet Inc.
GOOGL
position
long
Gavin Baker, Atreides Management
Thesis
Alphabet is a leader in AI research and capability, with strong applications including Waymo. The company’s innovative approach and powerful position in AI make it a solid long-term investment.
Did it work?
worked
confidence: high
The stock price of Alphabet has increased by 297% since the pitch, which aligns with the long thesis that highlighted its leadership in AI and innovative capabilities. Given that 43 months is well beyond the typical investment horizon for such a thesis, the significant price appreciation confirms the effectiveness of the investment thesis.
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