
"Google's still a buy today, but amongst other great companies. I have no thoughts of selling it, and I feel like it's in a great position."
The speaker provides a compelling commentary on Google's strong AI leadership and diversified business model. Despite its high valuation, he recommends remaining invested in Google, citing robust competitive advantages and attractive fundamentals.
Uber, Spotify, Google Hedge Fund Analysis (My Reaction)
October 1, 2025
Stock Idea