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Why It Makes Sense To Overweight Alphabet Over Apple
GOOGAlphabet(GOOG) Seeking Alpha·2025-06-03 14:25

Core Insights - Apple Inc (AAPL) and Alphabet (GOOG, GOOGL) have outperformed the S&P 500 index over the past decade, indicating strong market performance [1] - The investment rationale for Apple is diminishing, suggesting a potential shift in focus towards less obvious and under-appreciated investment opportunities [1] Company Performance - Both Apple and Alphabet shares have shown significant performance compared to the S&P 500 index over the last 10 years, highlighting their strong market positions [1] Investment Strategy - The analysis aims to uncover intriguing and potentially profitable insights into companies that serve society, indicating a focus on socially responsible investing [1] - There is an emphasis on identifying deficiencies and sharing insights, which may lead to discovering overlooked investment opportunities [1]