Alphabet: Reviewing My 2025 Top Pick, Downgrade To Buy On Less Attractive Setup

Alphabet Inc. (NASDAQ: GOOG ), (NASDAQ: GOOGL ) was my top pick selection at the dawn of 2025. I issued a strong buy recommendation on the name, highlighting a number of positive tailwinds. I thought thatProfessional equity portfolio manager for a boutique buy-side asset manager.My focus is on finding high-quality companies, applying a disciplined approach to valuation and identifying underappreciated opportunities. My goal is to identify opportunities in cash-rich companies with strong balance sheets and s ...