2,756
edits
Investment Ideas: Difference between revisions
no edit summary
No edit summary |
No edit summary |
||
| Line 29: | Line 29: | ||
Therefore the position of alphabet is not as solid anymore as it has been. | Therefore the position of alphabet is not as solid anymore as it has been. | ||
We reduced our position by approx. 25% but are still holding onto it given our expectation that the overall online advertising market continues to grow for years to come | We reduced our position by approx. 25% but are still holding onto it given our expectation that | ||
1) the overall online advertising market continues to grow for years to come | |||
2) alphabet has substantial cost saving potentials (helped by increasing automatization and ai) | |||
3) alphabet could find ways to capitalize on new ai workflows themselves. | |||
== Volkswagen == | == Volkswagen == | ||