ResearchGOOGL4 months ago9.6Kviews

Re-rating path for GOOGL

Generalist: GOOGL over 45 days — demo research by @marcus_webb.

Marcus Webb on GOOGL. Former PM at a long-only fund. I publish a few high-conviction calls per quarter and let the tape grade them. Thesis: long over 45 days. Entry locked at publication. Risk: macro shock overwhelms the single-name view. [Demo seed content — not investment advice.]

Re-rating path for GOOGL

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