Alphabet: Full Valuation, Full Speed

Core Insights - The article discusses the author's investment journey with Alphabet Inc. (GOOG), highlighting a strong performance since the author began investing in March 2025 [1]. Company Overview - Alphabet Inc. has shown significant growth, becoming a key focus for the author due to its strong performance in the market [1]. Investment Strategy - The author emphasizes a long-term investment strategy, focusing on identifying great businesses at reasonable prices, while also exploring trend-following strategies [1]. Market Perspective - The author maintains a broad investment perspective, including opportunities in technology and crypto, and occasionally looks for value outside the U.S. market [1].