Alphabet: 3 Reasons To Sell

Group 1 - The article emphasizes the importance of delivering alpha-generating investment ideas through a structured and evidence-based approach [1] - The investment strategy involves a generalist approach, analyzing and investing in various sectors with perceived alpha potential compared to the S&P 500 [1] - The typical holding period for investments ranges from a few quarters to multiple years, indicating a long-term investment strategy [1] Group 2 - The author has a beneficial long position in the shares of VOO, indicating confidence in this investment [2] - The article expresses the author's personal opinions and is not influenced by compensation from any company mentioned [2] - There is a clear distinction that past performance does not guarantee future results, highlighting the inherent uncertainties in investment [3]