*Disclaimer: None of this should be taken as financial advice. It is for educational purposes only.

*This post is intended to give a holistic view of my thoughts and opinions on this company and stock, to give more context around the holding within the Stove Portfolio.


The king of search needs no introduction. Just seems like an obvious one to have included in any forward-looking portfolio. Holding the position, possible to add in the future but no current plans.


  1. Theme: AI & Cloud Computing
  2. Theme: Biotechnology
  3. Brand, Brand, Brand

Holding Health: BLUE

What do you think about the portfolio? Any questions? Comments? Suggestions? I'd love to hear your thoughts, so please contact me if you feel so inclined!