Alphabet: The AI Comeback, Waymo Acceleration, And Browser Battles

Group 1 - The article emphasizes the importance of generating alpha through independent investment strategies, focusing on a generalist approach across various sectors with potential alpha compared to the S&P 500 [1] - The typical holding period for investments is between a few quarters to multiple years, indicating a long-term investment strategy [1] - The research methodology includes maintaining comprehensive spreadsheets with historical financial data, key metrics, guidance trends, and performance indicators, rather than relying heavily on discounted cash flow (DCF) models [1] Group 2 - The article mentions that the author has no current stock or derivative positions in the companies discussed but may initiate a long position in GOOGL within the next 72 hours [1] - It is noted that the opinions expressed are personal and not influenced by any compensation from companies mentioned, ensuring an independent viewpoint [1]