What a great video, as always. 👍 Google has now become my largest position and I do love the company. However losing Chrome for just a few months of FCF would be such a bad blow to Google's ecosystem, and it would hurt the customer user experience. The only thing I dislike is the predictability of Google has gone down in my eyes, which is one of my investment criterias. So in that regard, I think the quality has gone down a little bit. There is a big chance Google won't be hit too bad by this, and in 1 year most people will then have forgotten about this. But in 1 year will we be at a place of business as usual? Or will there be some negative narrative like a new DoJ investigation? Or some wonky release similar to when Gemini first launched? 🤔 Going back 1-2 years I would say the narrative has had more negativity than positivity for Google. And constant negative narrative makes the company less predictable... Just a critical eye, still love the company ♥
@QualityInvest54 күн бұрын
@@FinansiellFrihetTV fair assessment. I still think the sentiment is overblown and the company will be just cine
@HonestVirtue3155 күн бұрын
As always, completely crushing it
@prestbeat848112 сағат бұрын
Few months ago you made video about klac. You said your main problem with the company is that its a bit too expensive but now the stock price has fallen. Has your look at the stock changed? Great vids btw ❤
@QualityInvest511 сағат бұрын
@@prestbeat8481 yeah it define looks better now. But I’m probably just gonna stick to buying ASML instead you know?
@LLoydwng4 күн бұрын
it is sounds like how ccp did to baba etc makes no sense for google. if this approves or go through, doesn't make sense.
@HonestVirtue3155 күн бұрын
NOOOOOOOOOOO NOT GOOGLE
@StockSpotlightPodcast5 күн бұрын
Enjoyed this one!
@QualityInvest55 күн бұрын
@@StockSpotlightPodcast appreciate you
@erikspencer43404 күн бұрын
JC just made a video about ASML, UBER and Google and i couldn't help but think hes seen your videos
@QualityInvest54 күн бұрын
Probably just a coincidence. We have somewhat similar investable universes so naturally we turn the same stones Theres only like 50 quality companies in the world anyways