Latest / The John Johnston Lounge
Investor Li Lu Buying MORE Google Stock | Why?
Legendary value investor Li Lu has been buying even more Google/Alphabet Stock, after selling down Meta. In this episode I review Li Lu's recent portfolio holdings and activities, and discuss some of the possible positive and negatives of buying Google stock at this time, as I see them.
Related episodes:
Is OpenAI ChatGPT Disrupting Google? Founders Come Back!
https://youtu.be/7dLT_CDITmg
Microsoft to Challenge Google Search Using OpenAI's ChatGPT
https://youtu.be/Vh42ZgADo5k
GuruFocus referral link, as mentioned in this episode:
https://www.gurufocus.com/?r=2c95d5930bb2537b2e0265075fb66581…
The skinny
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