The Intrinsic Value Podcast on $GOOGL (Nov 6, 2026)
Alphabet has a "Lollapalooza effect" with many good things to offer and is one of the intrinsic value portfolio's largest positions; selling now would probably be a mistake because it already has these effects. The speaker sees a very high chance its really good performance continues for a long period.
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Of the companies I've covered recently, I spoke with Sean about Alphabet, a company I feel has a "Lolapalooza effect". I mean, there are a lot of good things that this company has to offer.
It is one of the largest centers in the intrinsic value portfolio, and I think part of the reason is that we all know it is a very good company, and selling it now would probably be a mistake because it already has these "Lolapalooza" effects.
I think the chances are very high that the really good performance will continue for a long period of time.
It could be argued that companies like Google and Amazon have achieved this.
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The Intrinsic Value Podcast has 6 calls on this stock; only the adjacent ones are shown.