Mohnish Pabrai: "Google Faces Real Challenges, Microsoft Is Bulletproof" $GOOGL $MSFT

Pabrai's current portfolio is facing more challenges than $GOOGL 😅

Time to buy $googl and sell $msft

Why suddenly everyone attacking google 😁

Microsoft doesn’t innovate and their softwares and os don’t work half the time. That being said they have an enterprise monopoly. If that’s ever threatened trouble

that's super original

Short $GOOGL then

True -if Sundar can monetize Gemini to offset search , & I think he can- if Gemini can catch up to Chat GBT , and Grok- I think that’s likely- Google will fly. Traditional search revenue is still growing 10 percent y/y . I believe that Chat gbt Scrubs google to get most of its information and as it’s a major source- I think and hope that they will be a major player if not a dominant one. Mr. Pichai has a history of monetizing value fairly quickly unlike the founders. I like AMZN better. MSFT seems priced to perfection

Interesting because yesterday @theallinpod guys said they prefer $GOOGL and $TSLA over the other Mag 7 for the next 5 years…

Nothing makes me more bullish on $GOOGL than hearing this.

Whats this guys Performance in the last 10 years ?? Hes just copying buffett buying more oxy lol