Google: More Up (NASDAQ:GOOG)

Hello readers! Passionate about technology, I focus on finding and analyzing companies that can play a relevant role in today’s geopolitics, leverage their IP and ultimately become new leaders. Therefore, the investment style will suit growth companies with a mid-cap bias. The main sectors studied will be biotechnology, computer chips, cloud technology, energy and commodities. Special attention will be paid to the risks surrounding the business cases, with a top-down approach complementing each bottom-up analysis. As growing businesses often fail the funding test, a systematic analysis of the balance sheet will be conducted, while a stress test will be used to challenge my thesis and see what degree of safety lies in each model. Long-term capital appreciation will be preferred over short-term speculation. With a master’s in communication and an MBA, complemented by experience in journalism, I will be happy to share my ideas and views with you. As an SA contributor since 2023, I look forward to your comments to help me improve my work and will do my best to provide you with the most extensive coverage of these topics. Greetings