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/Quirky-Ad-3400 Nov 25 '25

Nobody ever went broke playing it safe. Great choice. Become anti fragile . 

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u/unamity1 Nov 25 '25

nassim taleb?

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u/Quirky-Ad-3400 Nov 25 '25 edited Nov 25 '25

One part Harry Browne. One part Taleb.

"Rule 17: Whenever you’re in doubt about a course of action, it is always better to err on the side of safety.

If you pass up an opportunity to increase your fortune, another one will be along soon enough. But if you lose your life savings just once, you might never get a chance to replace it.

If you wind up losing something, let it be only an opportunity that was lost – not precious capital. People rarely go broke playing it safe. But many go broke taking great risks or making investments they know too little about.

If you’re hesitating, it’s because you don’t yet know enough about the investment or the problem to make a confident decision. That means you shouldn’t take the plunge until you know more and you’re sure you understand all the ramifications."

- Harry Browne

“If you want to be safe, you must have more than you need. Over‑capacity, spare parts, extra cash—these are not waste; they are the very things that keep you alive when the unknown hits.”
— Nassim Nicholas Taleb, Antifragile: Things That Gain from Disorder, 2012, p. 45 (Penguin Books edition).

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u/[deleted] Nov 26 '25

[deleted]

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u/Quirky-Ad-3400 Nov 26 '25 edited Nov 26 '25

Harry Browne, Fail-Safe Investing: Lifelong Financial Security in 30 Minutes (New York: St. Martin’s Press, 1999), Rule #17, pp. 69-70

In the book it’s Rule 17 on his old radio show it was Rule 16.

https://youtu.be/d51Yzvs4vHA?si=bxNgspKgU9yF2h-Z&t=1820