Alphabet Inc.
Thesis
Google is one of the biggest positions in the fund due to its powerful network effects and the fact that people need its services. With eight products having over a billion users, it demonstrates strong durability and growth potential.
Did it work?
inconclusive
confidence: low
The pitch is a qualitative long thesis on Google based on network effects and product durability, but no price performance and no time elapsed are provided. There are no specific catalysts or stated targets whose occurrence or failure could be verified. Without either return data or confirmable thesis events, the outcome cannot be judged.