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Stocks A to Z / Stocks G / Alphabet (GOOG)
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Author: carolsharp   😊 😞
Number: of 421 
Subject: Re: Earnings Preview
Date: 06/25/26 11:00 AM
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I have a fairly large Alphabet position I plan to keep long term.

However, I did buy a trading position in April 2025 at $152 (P/E 19) when the narrative was ChatGPT killing off Google.

I sold that position February 2026 at $345 (P/E 34).

Felt a little regret as I watched the price rise to ~$400, but it's now retreated to $343 as I type.

Just a reminder to myself that you never get out at the top tick (or in at the bottom tick).

I think Munger said that once.


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