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Alphabet:Position Changes: Difference between revisions
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* Alphabet's high revenue and market capitalization base makes longterm growth harder than in the past. The market might increasingly saturate. | * Alphabet's high revenue and market capitalization base makes longterm growth harder than in the past. The market might increasingly saturate. | ||
* Market Sentiment seems too positive at the moment. E.g. 2 Year yields at little over 4% seem too low. As the labor market stays strong we expect higher interest rates for longer. | * Market Sentiment seems too positive at the moment. E.g. 2 Year yields at little over 4% seem too low. As the labor market stays strong we expect higher interest rates for longer. | ||
* Restructuring charges are still to come. | |||
* There might be a narrative flip against Alphabet at one point e.g. if competitive dangers gain traction. | * There might be a narrative flip against Alphabet at one point e.g. if competitive dangers gain traction. | ||
* There might be a better buying opportunity in the $60-$80 range. | * There might be a better buying opportunity in the $60-$80 range. | ||