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u/Rnie
Reddit r/ValueInvesting
Винрейт
0.0%
доходность
-10.9%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
02 мая
$385.69
-10.9%
Author bought GOOGL at $385 (all-time high) after watching it climb for months, intending to hold for ten years. A long‑term buy‑and‑hold approach on a dominant tech company can capture compounding growth, but buying at ATH without valuation margin increases downside risk. The author’s FOMO entry with a 10‑year horizon is a speculative long‑term bet, not a disciplined value play. Overvaluation (4.7T market cap), regulatory headwinds, competition in AI/search, and macro downturn could lead to prolonged drawdown.
Author bought GOOGL at $385 (all-time high) after watching it climb for months, intending to hold for ten years. A long‑term buy‑and‑hold approach on a dominant tech company can capture compounding growth, but buying at ATH without valuation margin increases downside risk. The author’s FOMO entry with a 10‑year horizon is a speculative long‑term bet, not a disciplined value play. Overvaluation (4.7T market cap), regulatory headwinds, competition in AI/search, and macro downturn could lead to prolonged drawdown.
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Показано 1 из 1 коллов · сортировка по упоминаниям
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У u/Rnie на Buzzberg отслеживается 1 торговых идей по 1 тикерам с мая 2026. Чаще всего покрывает: GOOGL.
