“I own Alphabet is Waymo. I mean, a highly profitable search business doesn't hurt The best streaming service in the world doesn't hurt, but the optionality that of like what Waymo could become is certainly like exciting upside.”
No settled horizons yet — outcomes appear at 30/90/365 days.
Risk: max drawdown 2.7%
· volatility 10.3% ann.
· Sharpe-proxy -12.33