Alphabet: Solid Results, Stock Down. Another Gift From The Market (NASDAQ:GOOGL)

Yet another, yet another quarter to put into a frame. Nothing to be said. Every quarter I rip my hair out, and I say, "Wow!" How are they able to make these kinds of numbers? I have no idea how they do it, but itI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection ...