Alphabet Inc.
GOOGL
position
long
Gavin Baker, Atreides Management
Thesis
Google is one of the biggest positions in the fund due to its powerful network effects and the fact that people need its services. With eight products having over a billion users, it demonstrates strong durability and growth potential.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame since the pitch, it's difficult to assess whether the thesis has played out. While the thesis highlights Google's strong network effects and user base, we cannot determine if these factors have translated into stock performance. Therefore, the outcome remains uncertain.
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