Investment Ideas: Difference between revisions

Investment Ideas (view source)

355 bytes removed , 9 February 2023

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 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
-) alphabet has substantial cost saving potentials (helped by increasing automatization and ai)
-) alphabet could find ways to capitalize on new ai workflows themselves.
 == Volkswagen ==