Alphabet Inc.
GOOGL
position
long
Paul Moroz, Mawer
Thesis
The investment in Google is viewed as a long-term hold despite current headwinds in the advertising market. The company has strong fundamentals, including ownership of the Android platform and a robust search system, but faces risks from competition and potential antitrust actions.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time horizon for the thesis, it's difficult to assess whether the investment thesis has played out. While the fundamentals mentioned are strong, the lack of information on market developments or price changes leaves the outcome uncertain.
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