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Alphabet:Position Changes: Difference between revisions
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=== Opinions/Additional Arguments === | === Opinions/Additional Arguments === | ||
== 2023 January 26 == | |||
Sold another 15%. <ref>https://discord.com/channels/978370501237932092/980165000285007902/1068148105654054913</ref> | |||
but are still holding onto it given our expectation that | |||
* the overall online advertising market continues to grow for years to come | |||
* alphabet has substantial cost saving potentials (helped by increasing automatization and ai) | |||
* alphabet could find ways to capitalize on new ai workflows themselves. | |||
== 2023 January 25 == | |||
Copied from Discord. <ref>https://discord.com/channels/978370501237932092/980165000285007902/1067908119172219032</ref> | |||
I sold approx 13% of the alphabet position today. (And considering selling more) My main reasons are: | |||
* Strong Ai advances from Meta and TikTok. Consumers could „discover“ ever more products via video or feed instead of searching for them. | |||
* New competition from the likes of ChatGPT that could decrease the importance of search | |||
* Relatively high valuation in comparison to other portfolio companies. | |||
== References == | == References == | ||