Alphabet ( GOOG ) ( GOOGL ) ( GOOG:CA ) is in a constant head-to-head race with Microsoft for the number one spot in my portfolio, both with a double-digit weighting, and both enjoying my highest conviction. I have also expressed my bullishness publiclyExcellent academic Finance background and Finance professional with over five years of cumulative experience in Consulting & Audit Firms including a professional Valuation position, FP&A and Controlling positions, and Financial writing.My approach is mostly v ...