lots of confirmation bias here but this was great. i loved how you weaved in the personalities involved (e.g., porat) and how that might have played into timing, deal structure.
Thank you for reading and for the kind words! However, I have to push back - where was the confirmation bias? I spent all of 2025 being bullish on Google before it was cool, back when it was an undervalued value stock and everyone said it was going to be disrupted.
I then made another case to buy the stock at the end of last year. It is not confirmation bias to point out that my recommendations had beaten the market during that time period. I am just pointing out to readers my consistency.
lots of confirmation bias here but this was great. i loved how you weaved in the personalities involved (e.g., porat) and how that might have played into timing, deal structure.
Thank you for reading and for the kind words! However, I have to push back - where was the confirmation bias? I spent all of 2025 being bullish on Google before it was cool, back when it was an undervalued value stock and everyone said it was going to be disrupted.
I then made another case to buy the stock at the end of last year. It is not confirmation bias to point out that my recommendations had beaten the market during that time period. I am just pointing out to readers my consistency.
Thank you for subscribing!
I think its saying its feeding David's own confirmation bias. :)
@Collyer Bridge , haha yea I misread at first. We're all Google bulls here, so all good. Thanks a lot for reading! Really enjoy your posts too.