Tanabok

Small long-term investor. Trying to follow the wisdom of the greatest.

[Tanabok @JefeTanabok]

Portfolio update: Initial investment of $30,992.99 has grown to $48,113.15. Significant gains in GOOG ($9,919 to $15,901). Strong growth in META ($7,242 to $14,511), with steady increases in ANET, MSFT, CASY, and RMS. #Investing #Finance

[Tanabok @JefeTanabok]

I said this a long time ago. Nothing new here.

[Tanabok @JefeTanabok]

1/ Alphabet Inc. $GOOG faces mounting antitrust scrutiny and investor jitters over ChatGPT’s rise—but this fear has kept the stock undervalued for too long, in my view, creating a compelling buying opportunity.

[Tanabok @JefeTanabok]

Getting a 500 error when running npm run dev in Codespaces and trying to access the forwarded port. The service seems to be running correctly in the terminal, but the page won't load. Anyone else seeing this? @githubstatus #GitHubCodespaces #npm #webdev

[Tanabok @JefeTanabok]

@AlphaSenseInc $GOOGL ’s ad story isn’t just about click-throughs. While Network is shrinking, Search still grows double digits. Brands split budgets across IG + Google, but Google hasn’t stopped growing. The pie is expanding — there’s room for everyone.

[Tanabok @JefeTanabok]

Don't check your stocks daily any more than a homeowner checks the daily square meter value of their house. Value investors focus on the underlying business, not the fleeting market price.
#valueinvesting

[Tanabok @JefeTanabok]

The best thing that can happen to an investor in a good company is for the stock market to close for 10 years.
#WarrenBuffett #valueinvesting

[Tanabok @JefeTanabok]

Hard to believe US regulators would cripple Google’s $GOOG cash machine by forcing a Chrome sell-off while the company is pouring billions into American energy projects. You don’t kill the golden goose when it’s busy funding your grid. #investing

[Tanabok @JefeTanabok]

@elonmusk, you really need to call up @WalterIsaacson and get him working on Volume 2 of your biography. Everything going on with Trump deserves at least three new chapters.

[Tanabok @JefeTanabok]

The main advantage of #Gemini vs #ChatGPT is not its quality (both are good), but Gemini's integration into the Google $GOOG ecosystem. Plus, Google can afford to compete on price vs. OpenAI, who are still chasing profitability. #Google #Gemini #ChatGPT #AI

[Waymo @Waymo]

The Waymo Driver’s officially served over 10 MILLION paid rides! 🎉 Huge thanks to our riders for being an integral part of this journey, and to our teams for continuing to redefine what’s possible. ✨

[Tanabok @JefeTanabok]

Built this portfolio reading @WarrenBuffett, @GSpier, @mohnishpabrai, Munger, Lynch…
I know some would skip $GOOG or $META — too much tech, too much capex.
But a portfolio should reflect your personality.
All my picks have deep moats.

#Investing #ValueInvesting #Stocks #MOAT

[Tanabok @JefeTanabok]

Reading Buffettology by the pool.
Learning how some companies reinvest profits by buying other great businesses instead of chasing flashy growth. Thanks @MaryBuffett for making it so clear.
#Investing #Buffettology

[Tanabok @JefeTanabok]

10/ With a moat built on proprietary search algorithms, world-class AI talent, unmatched data assets, and a diversified portfolio—from Cloud to YouTube to Waymo— $GOOG remains a generational buy. Even a forced breakup could unlock greater sum-of-the-parts value

[Tanabok @JefeTanabok]

7/ Even if ChatGPT chips away at some Gemini queries, Google’s $GOOG auction model means lower Search traffic → fewer clicks → higher bids per click (same pool of advertisers), actually lifting Google’s ad revenues. By contrast, other AI tools monetize via subscription

[Tanabok @JefeTanabok]

9/ Waymo is scaling swiftly: over 250,000 paid robotaxi trips per week across multiple U.S. cities, with plans for personal-ownership options down the line

[Tanabok @JefeTanabok]

6/ YouTube ads climbed to $8.93 billion (+10.3% YoY), and paid subs across YouTube Premium and $GOOG One exceeded 270 million, bolstering a growing recurring-revenue base

[Tanabok @JefeTanabok]

4/ AI is central: AI Overviews now reach 1.5 billion users monthly, and the rollout of Gemini 2.5 is deepening engagement, setting the stage for new ad formats and in-app monetization

[Tanabok @JefeTanabok]

5/ $GOOG Cloud surged 28% to $12.26 billion, powered by GCP’s AI infrastructure and generative-AI services, underscoring Cloud’s evolution into a major growth engine

[Tanabok @JefeTanabok]

3/ $GOOG Search & Other grew to $50.7 billion (+9.8% YoY), while Google Network (display & other) fell to $7.26 billion (–2.1%), as rich snippets and AI Overviews drive more ad impressions on core Search even as conventional network ad spend softens

[Tanabok @JefeTanabok]

2/ In Q1 2025, $GOOG delivered $90.2 billion in revenue, up 12% YoY (14% in constant currency), with double-digit growth across Search & Other, YouTube ads, subscriptions, and Cloud

[Tanabok @JefeTanabok]

1/ Alphabet Inc. $GOOG faces mounting antitrust scrutiny and investor jitters over ChatGPT’s rise—but this fear has kept the stock undervalued for too long, in my view, creating a compelling buying opportunity.