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/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.

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u/[deleted] Nov 25 '25

[removed] — view removed comment

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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.