Insider Stocks · For members
An entry from my investing journal, for members.
Alphabet fell 12.6% the day after earnings, and I don’t think capex was the biggest reason. Search revenue growth slowed to 12.0% in the same quarter query growth hit a five-year high. Why I think AI Mode is the culprit, and why AI agents worry me more.
Insider Stocks
The rest of this entry is for members
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.
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