Alphabet Inc.
Thesis
Dave Samra mentioned that they bought Google below $300 per share, which was implying around 13x earnings. This suggests that he sees value in the company due to its strong business fundamentals despite macroeconomic concerns.
Did it work?
worked
confidence: medium
The pitch was a long, value-driven thesis based on Google trading at an attractive ~13x earnings multiple below $300/share. The stock has since returned +15.5%, a solid positive gain that validates the value thesis directionally and rewards the entry point. However, with the time elapsed unknown and no explicit price target or horizon stated, confidence is tempered.