Alphabet Inc.
GOOGL
position
long
Dave Samra
Thesis
Dave Samra mentioned that they bought Google below $300 per share, which was implying around 13x earnings. This suggests that he sees value in the company due to its strong business fundamentals despite macroeconomic concerns.
Did it work?
inconclusive
confidence: low
While the stock has appreciated by 20.8%, the time elapsed since the pitch is unknown, making it difficult to assess whether this return aligns with the thesis's expected timeline for value realization. Additionally, without knowing the specific time horizon for the investment, we cannot definitively conclude that the thesis has played out or failed.
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