GOOGLE’S AI SPENDING IS ENORMOUS. WHAT WILL IT EARN BACK?
A Financial Times article on Anthropic’s potential $2tn valuation prompted a bigger question: what could Alphabet itself generate over the next decade?
$GOOG (Alphabet) represents around 23% of my Compound72 portfolio. Alphabet’s Anthropic investment... عرض المزيد ترجم
Risk Score 3. 14.3% annualised.
Those are the first two numbers I'd want if I were choosing someone to copy. A return means nothing until you know the risk behind it.
Since February 2022 this portfolio has compounded at 14.3% a year. The S&P 500 did about 8.6%.
Behind it: no leverage, no shorts,... عرض المزيد ترجم
Why I Added $GOOG (Alphabet) After Earnings
Alphabet reported what I believe was one of the strongest operating quarters in its history, yet the shares sold off.
I calmly added roughly 2% to the position.
Short-term sentiment changed. My long-term thesis didn’t—it strengthened.
Revenue grew 24% to... عرض المزيد ترجم
Ray Dalio published a piece in the FT this week on the world order changing. For once, I don’t think that phrase is just hot air.
The mechanics first. Empires run in long cycles. A nation rises on sound money, education and productivity, builds the world's reserve currency, peaks — then starts living... عرض المزيد ترجم
I’m proud to share that I have reached Elite Popular Investor status on eToro.
This is a meaningful milestone for me. Not because it changes the philosophy, but because it reflects the trust many of you have placed in this long-term compounding project.
I started this portfolio with a simple idea:... عرض المزيد ترجم
📊 Claude. SpaceX. Google.
Most investors know Alphabet owns Search, YouTube, Cloud and Gemini.
Fewer realise that GOOG also gives indirect exposure to two of the most important private companies in the world:
Anthropic / Claude: Google reportedly owns ~14%.
SpaceX: Google reportedly owns 6.11%.
That... عرض المزيد ترجم
🏛️ 𝗪𝗵𝗮𝘁 𝘁𝗵𝗲 𝗠𝗲𝗱𝗶𝗰𝗶 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗼𝗼𝗱
The Medici didn't get rich by guessing which ship would return.
They got rich by owning the bank that financed every ship.
⚓ 𝗧𝗵𝗲 𝗙𝗹𝗼𝗿𝗲𝗻𝘁𝗶𝗻𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁
Florence in the 1400’s was a city of merchants. Some sailed to Constantinople.... عرض المزيد ترجم
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Thu Oct 15 2026 09:34:47 GMT+0000 (Coordinated Universal Time)