Alphabet Inc.
GOOG
position
long
John H.
Thesis
We’ve owned Google since maybe 2010 and recently bought more, as it now constitutes about 10% of Sequoia Fund. We believe Google is a better business growing at a much more rapid rate compared to other mature businesses we sold, and it offers superior economics for a P/E that is not significantly different from those we divested.
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. The statement indicates confidence in Google's growth relative to other mature businesses, but without concrete metrics or timeframes, the outcome remains uncertain.
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