GOOGL : RESET / POSITION TRADE

To sum up everything, GOOGL is a great business. Search is wonderful, and provides a continuous tailwind for the business. There's very little that can stop GOOGL , including competitors and the government. My favorite reason to own GOOGL is its huge pile of cash, which provides a tremendous margin of safety, to weather any storm. That cash also offers wonderful optionality, including the possibility of buybacks. Personally, I'm a buyer up to $2K.

Source : John Rhoades, SeekingAlpha

https://seekingalpha.com/article/4397526...