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Arauca Capital Dumps Alphabet Stake as Capex Surges and Valuations Stretch

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The Story

News Summary

  • Arauca Capital exited its position in Alphabet Inc.
  • (GOOGL), citing surging capital expenditures, heavier balance sheet leverage, and diminished margin of safety at elevated valuations, despite strong operating growth in Google Cloud and Search.
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GOOGL price history

349.39 +8.30% over the displayed period

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