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Alphabet Inc.

GOOGL position long Jeff Gramm

Thesis

We own Google now and have since 2011, indicating our belief in its long-term value and growth potential.

Did it work?

inconclusive confidence: low

The pitch is a general long-term ownership thesis in Google with no stated price target, catalysts, or horizon, and no price performance data is provided. Without measurable returns or specific thesis events to verify, there is no basis to judge whether the belief in long-term value and growth played out.