Source Post

Google Is Secretly Buying These 3 Stocks (BILLIONS Spent)

The creator discusses Google's recent significant investments in three new stocks, highlighting CME Group as their top pick. While acknowledging CME's strong business model, market dominance, and attractive dividend potential, the creator ultimately passes on buying shares due to high valuation, suggesting better growth opportunities elsewhere.

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Tickers discussed in this post

GOOGLNeutralMedium ConvictionSignal-backedSecondary

Google (Alphabet) is making strategic bets on financial exchanges, insuretech, and foreign digital payments, which the creator believes will likely work out well for them long-term.

PYPLNeutralLow ConvictionSignal-backedPrimary

The creator is holding off on investing in PayP, despite its profitability and strategic importance to Google, due to insufficient data on its foreign market operations.

PAYPNeutralMedium ConvictionSignal-backedPrimary

Payi Corporation (PAYP) is a leader in Japan's digital payments market with a significant share and user base, benefiting from a government push towards a cashless economy.

CMENeutralMedium ConvictionSignal-backedPrimary

The creator views CME Group as a solid, reliable long-term stock with a strong moat and attractive dividend potential, but passes on buying due to high valuation.

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