r/investing Mar 8, 11:47 PM
How much do you care about what super investors are buying/selling when researching a stock? I have been thinking about this a lot lately.
Google is my biggest position, about $20K, and last April I kept buying while the stock was dropping on all the AI fear around search.
Maybe I was early, maybe I got lucky, but my thinking was pretty simple: the business itself did not seem broken.
Search was still dominant
YouTube was still huge
Cloud was still growing
The company was still making a ton of money
So while the headlines were basically saying “Google is COOKED,” I felt like the actual fundamentals had not really changed that much
Honestly, it feels like some of that is happening again now. Same fear, different week.
One thing that helped me stay confident was looking at what other serious investors owned. Not because I think copying 13Fs is some magic strategy, but because if a smart investor has a big position in something, it at least makes me want to look closer and ask what they might be seeing.
Do you actually use investor portfolios and 13Fs as part of your research, or do you mostly ignore them and just focus on the company itself?
I am somewhere in the middle. I do not blindly follow them, but I do think they can be useful for finding ideas and giving me more conviction when my own research already points the same way
submitted by /u/ekonixlab
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