他公布了他的13F模型,并又增持了45%的谷歌股份。所以,他正在用谷歌A类股填满他的投资组合。现在这是他投资组合中的第四大投资。
He released his 13F model, and he added another 45% to his Google stake. So, he's filling his portfolio with Class A Google shares. It's now the fourth largest investment in his portfolio.
这确实压力很大,我认为Greg正试图把钱投资到他非常有信心处于有利位置的地方。为什么不投谷歌呢?他们做得非常出色。
That's a lot of pressure, really, and I think Greg is trying to invest money somewhere he's very confident is in a good position. And why not Google? They've done an amazing job.
我的团队让我投资了谷歌,我当时也同意,'好吧,我们投资这个,但我想知道这家科技公司中什么触发点会让我们退出。什么故事变化会让我们退出这笔交易,因为我知道故事会变。这就是科技的本质。