$GOOGL · The Intrinsic Value Podcast · 2026-11-06
Alphabet 具有“Lollapalooza 效应”，拥有许多有利因素，是内在价值组合中最大的持仓之一；现在卖出很可能是错误的，因为它已经具备这些效应。说话者认为其真正出色的表现有很大概率在很长一段时间内持续下去。
逐段跳播
在我最近研究过的公司中，我和 Sean 谈过 Alphabet，我觉得这家公司具有“Lolapalooza 效应”。我的意思是，这家公司能提供很多好的东西。它是内在价值组合中最大的持仓中心之一，我认为部分原因是大家都知道它是一家非常好的公司，而现在卖掉它大概率是个错误，因为它已经具备这些“Lolapalooza”效应。
我认为它继续保持非常出色的表现很长时间的概率非常高。
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.
可以说，像 Google 和 Amazon 这样的公司已经做到了这一点。
It could be argued that companies like Google and Amazon have achieved this.
这个频道对 $GOOGL 的历次判断
The Intrinsic Value Podcast 在这只股票上共 6 条判断，这里只列相邻的几条。