OPENED
Opening GOOG
> What it did to the book
| Holding | Weight before | Weight after |
|---|---|---|
| GOOG · Alphabet Inc. | — | 6.5% |
Google search and the ad business is dying. They are changing bidding systems to squeeze the ad business while they can, which won’t be much longer. But: they have a strong AI foothold and investments in literally everything that could possibly disrupt them. Even if they fail miserably at their core business, I’d still like a piece of the Google equity.
> How this has aged
Total return from Sep 11, 2025 to Sep 24, 2026. Computed from prices after the fact, not self-reported.
| Holding | Since | FTSE All-World |
|---|---|---|
| Alphabet Inc. | +44.7% | +19.5% |
- Book since
- +42.7%
- FTSE All-World since
- +19.5%