Alphabet Inc.

GOOGL position long Jeff Gramm

Thesis

We own Google now and have since 2011, indicating our belief in its long-term value and growth potential.

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 in Google has yielded the expected long-term value and growth. The lack of information on the current price or any significant events that would confirm or invalidate the thesis leads to uncertainty.

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