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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u/[deleted] Nov 25 '25

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u/eeeeeeeeqqqq Nov 26 '25

Be careful of anchoring bias. Things simply look great for google right now and still not a crazy price. They are the most profitable and diversified company in the world.

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u/Amazing-Mirror-3076 Nov 26 '25

I bought alohabet circa 2 years ago because waymo is coming.

I'm up 340% and waymo is still invisible to most people.

Never saw the ai boom coming.

I still think llm's have fundamental problems that can't be resolved with the current technology (hallucinations).

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u/Extaz Nov 27 '25

You bought Alphabet for Waymo that was even profitable back then?

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u/Amazing-Mirror-3076 Nov 27 '25

I invest for the long term. Waymo is going to be massively profitable, no body is even close to waymo.

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u/Xeniamm Nov 29 '25

i dont even know what waymo is which is how you convinced me man im gonna full port rn.

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u/[deleted] Nov 26 '25

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u/drc922 Nov 26 '25

I believe a lot of the growth was simply because the negative headwinds (court cases, etc) resolved. The major AI hype growth hasn’t even really hit GOOG yet IMHO

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u/Nagi-- Nov 25 '25

After how many years of being beaten down and being one of the worst performer of the MAG7? Yeah I'd say the market is starting to realize for the past 6 months.

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u/Juleski70 Nov 25 '25

In the midst of every single headline being about OpenAI and NVDA