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u/ninjagorilla
Reddit r/ValueInvesting
Винрейт
0.0%
доходность
-1.4%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
28 авг
$343.46
-2.7%
Alphabet has a highly diversified portfolio including search, AI, Waymo, quantum computing, and biotech holdings. This extreme diversification acts like an ETF, providing multiple long-term growth verticals beyond its core advertising business. Strong long-term buy due to broad exposure to future technological monopolies and moonshots. Regulatory antitrust break-ups or failure to profitably monetize moonshot projects.
Alphabet has a highly diversified portfolio including search, AI, Waymo, quantum computing, and biotech holdings. This extreme diversification acts like an ETF, providing multiple long-term growth verticals beyond its core advertising business. Strong long-term buy due to broad exposure to future technological monopolies and moonshots. Regulatory antitrust break-ups or failure to profitably monetize moonshot projects.
Гиперскейлеры
Лонг
28 авг
$1176.87
-1.5%
Revenue increased 47% YoY, supported by a huge pipeline beyond weight loss, including immunity, oncology, and the newly approved Foundayo. Intensive efforts in AI drug design and a broad, expanding pipeline secure long-term, compounding revenue growth. Considered a "Mag 8" stock with a highly visible and bright future in next-generation pharma. Clinical trial failures, patent cliffs, or regulatory hurdles for experimental drugs.
Revenue increased 47% YoY, supported by a huge pipeline beyond weight loss, including immunity, oncology, and the newly approved Foundayo. Intensive efforts in AI drug design and a broad, expanding pipeline secure long-term, compounding revenue growth. Considered a "Mag 8" stock with a highly visible and bright future in next-generation pharma. Clinical trial failures, patent cliffs, or regulatory hurdles for experimental drugs.
GLP-1 / Ожирение
Лонг
28 авг
$1963.52
-0.0%
Management explicitly stated they prioritize long-term engagement, growth, and scale over near-term profitability. Reinvesting capital into scale and user engagement builds a wider, more defensible economic moat in Latin America. A strong long-term hold based on management's growth-focused capital allocation strategy. Short-term margin compression could lead to stock volatility and test investor patience.
Management explicitly stated they prioritize long-term engagement, growth, and scale over near-term profitability. Reinvesting capital into scale and user engagement builds a wider, more defensible economic moat in Latin America. A strong long-term hold based on management's growth-focused capital allocation strategy. Short-term margin compression could lead to stock volatility and test investor patience.
Ритейл и мобильность
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У u/ninjagorilla на Buzzberg отслеживается 3 торговых идей по 3 тикерам с августа 2026. Чаще всего покрывает: GOOGL, LLY, MELI.
