Many of you hold $GOOGL in your portfolio just like myself. I’m sure this question has crossed your mind – so let’s crack open the debate! Are you trimming/liquidating your $GOOG position and reallocating Captial? Why or why not? Let me know your reasoning below. I know what I’m going to do… let’s see how many other share similar thoughts.
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68 Comments
Nick
@realnickstrategy · 11mo
Holy crap! 🤯
le bib@le_bib · 11mo
Don't sell only because of share price movements. I think we wouldn't have that conversation if $GOOGL would have grew its share price consistently (red line). But people see the recent run up (teal line) and think it may be overpriced now. FWIW I think it's fairly-ish priced now. Still trading below the multiples of $AAPL, $MSFT or $NVDA so we are far from being into bunker valuation. Trim if it keeps you up at night, but don't sell just because of recent chart.
