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JM Investments @JM_Investment0 on x XX followers
Created: 2025-07-22 20:28:45 UTC
I have reduced by $GOOGL position by around XX% today.
Why?
The risk/reward just does not seem as good as other opportunities right now.
Search add growth might slow and despite other big sources of revenue, they don’t have the same margins and so they’re not direct replacements.
Yes, it’s a cash making machine and it surely will be for years but the price largely accounts for that and I think the chance of outperforming is greater elsewhere.
Also as much as I hate to buy/sell on earning expectations, with how other companies have gone this week, I think anything but a massive beat and it could go down.
I am still long and it’s about X% of my portfolio but I see it almost like a tech/AI ETF - I think they’ll be steady returns for years to come but I want more.
Anyone read to the end and have any thoughts?
XXX engagements
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