Alphabet Inc.
GOOGL
position
long
Julian Robertson
Thesis
Julian Robertson is considering shifting his TIPS into something like Google, indicating a belief in its growth potential alongside Apple.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time horizon for the thesis, it's unclear whether the investment in Google has yielded positive results. The mention of Julian Robertson's interest suggests potential growth, but without further information, we cannot assess the outcome of the thesis.
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