Seeking Alphaยท2025-10-17 22:25Group 1 - The investment strategy focuses on companies with strong qualitative attributes, aiming to buy at attractive prices based on fundamentals and hold indefinitely [1] - The portfolio management approach is concentrated, targeting the avoidance of underperformers while maximizing exposure to high-potential winners [1] - Companies may receive a 'Hold' rating if their growth opportunities do not meet the threshold or if the downside risk is deemed too high [1] Group 2 - The analyst has a beneficial long position in GOOG shares, indicating a personal investment interest [2] - The article reflects the author's own opinions and is not influenced by compensation from external sources [2] - There is no business relationship with any company mentioned in the article, ensuring an independent perspective [2]