谷歌是首选股;对该股的长期信念会得到回报,尽管面临监管裁决,它仍然是一个强劲的押注。
完整内容
这条视频里关于 $GOOGL 说的每一段,按说话顺序排列。点任意一段,上面的视频跳到那里。
现在,在另一家公司,我们的一位成员贝勒,他开始以大约每股134美元的价格对谷歌进行定投。各位,你们要记住,当谷歌在134时,它正在跌向85。人们都在说谷歌的坏话。它迷失了方向。AI将取代它。YouTube被TikTok取代。让我们解雇CEO。
Now, in a different company, one of our members, Baylor, he started dollar cost averaging into Google at around 134 a share. Guys, you got to remember when Google was at 134, it was on its way down to 85. And people were all over Google. It's lost its way. AI is going to replace it. YouTube is replaced by Tik Tok. Let's fire the CEO.
但他做了一些不同的事情。他计算了数字。他使用了学到的流程。他在社区内建立了自己的信念,而其他投资者告诉他他疯了。
But he did something different. He ran the numbers. He used the process that he learned. He built his conviction inside the community while other investors were telling him he was crazy.
谷歌跌到了85美元。他坚持了自己的信念,现在股价已经超过每股340美元。伙计们,那不是运气。尤其是当它在下跌时他仍然跟进。这就是当你有一个流程和一群人在你身边做真正的工作,而不是追逐头条新闻时会发生的事情。
Google went down to 85. He kept his conviction and now it's over $340 per share. Guys, that's not luck. Especially as he followed it when it was going down. That's what happens when you have a process and a group of people around you doing the real work instead of chasing headlines.
像微软和谷歌这样的公司仍然严重依赖外部芯片制造商来扩展他们的业务。
Companies like Microsoft and Google still rely heavily on outside chip makers to expand their business.
在联邦法院今年早些时候对谷歌的搜索和广告技术垄断做出裁决之后,这种威胁现在感觉更加真实了。
This threat feels a lot more real now after the federal rulings against Google's search and adtech monopoly earlier this year.
只是如果你问我第一名的位置,我仍然会押注谷歌或亚马逊。
It's just if you're asking me for the number one position, I would still bet on like Google or Amazon.
他说在等什么
他自己说在等的东西,一段话一条记录。同一件事说过几次就出现几次,我们不合并,也不判断它有没有兑现。
这个频道对 $GOOGL 的历次判断
Everything Money 在这只股票上只有这一条判断。