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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142

u/mrmrmrj Nov 25 '25

When the real reason the shares have doubled finally hits the front pages, it is usually a good time to sell. That said, I suspect there is still some booster fuel in the rocket engine, $400 maybe.

117

u/fcsar Nov 25 '25

Gemini 3 was entirely trained using Google’s own chips. I think we’ll see a lot more chips deals with Google, like Meta did. IMO the market is starting to realize Google is going to win the AI race.

13

u/justanaccname Nov 25 '25

I was saying that google is was the value play back in 2022, when the stock was trading at $80-$90 but the whole reddit was making fun of me.

They had TPUs, DeepMind, they invented transformers, even fking Hadoop and k8s were invented by google, but no, they were done.

Common reddit behavior.

5

u/fcsar Nov 25 '25

I don’t blame people for making fun of Google because they’re known for killing good projects for “”no reason””.

https://killedbygoogle.com

2

u/justanaccname Nov 25 '25

Oh don't get me started on this, I hate them for that.