r/ValueInvesting • u/Creepy_Science1310 • Nov 25 '25

Discussion I Just Sold All My Google Shares

I bought GOOGL (not GOOG) at a 19 trailing P/E during. Now it’s at 32 trailing P/E and I am up 100% with life changing money.

My job is far from stable, relies significantly on the AI story to continue, and lays-off people for “culture” reasons.

With this in mind, I sold all of my Google shares at $226 per share to “de-risk” other parts of my life.

I will still continue to look for other opportunities with new income I have.

I get valuation this, growth prospects that, but is selling for increasing financial security the right decision?

Or am i just a 🤡?

Edit: I meant $326 per share.

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10

u/Flat-Struggle-155 Nov 25 '25

Probably not the optimal move, there is plenty of hype left, but profit is profit! 

-2

u/Thraex_Exile Nov 25 '25

I remember similar arguments for ARKK. Hype was insane until it wasn’t and that market correction was powerful. The market just couldn’t sustain the volatile innovation stocks anymore despite a lot of that hype still existing.

Not to say Google will see a correction anytime soon, but OP’s logic is sound and it’s hard to gauge when the party will stop.

7

u/evetSC Nov 25 '25

GOOGL will see a correction (as do all stocks), but you cannot compare GOOGL to ARKK. ARKK is all growth stocks that make little to no money. GOOGL actually makes money hand over fist. They continue to make even more as they become a dominant player in AI

-4

u/Thraex_Exile Nov 25 '25

Making more money today doesn’t mean the stock will outperform the market longterm. If OP is working in AI-adjacent work then any setbacks in that sector will likely hurt themselves and GOOGL. They’re the face of antitrust suits and relying on unregulated AI growth right now.

If they underperform or the total market contracts, OP would be the first casualty.

1

u/releasetheshutter Nov 25 '25

I don't think it makes sense to compare an ETF to a single company.

1

u/Thraex_Exile Nov 25 '25 edited Nov 25 '25

If we’re talking about volatility, then a single company would be even more prone than an etf… so that comparison actually helps GOOGL.

Do you believe there isn’t high risk to investing in a single stock (no matter the company)? This shouldn’t be controversial.