Shaurya Gupta's two‑page thesis on Alphabet

Charlie Munger regretted missing Google. Here is why Shaurya owns Alphabet today.

Blurred preview of the two-page Alphabet thesis by Gupta Partnership
Shaurya GuptaBy Shaurya Gupta, Gupta Partnership
Speaker at Good Investing Night Munich

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The PDF shares Shaurya Gupta's personal views as of October 2026. It is for information and education only. It is not investment advice and not an offer or recommendation to buy or sell any security. Gupta Partnership holds a position in Alphabet. Figures may change without notice.