Alphabet is the most complete end-to-end AI company on the planet, and the advantages of its vertical integration and its ...
The move since 2019 is just one piece of evidence that Alphabet has what it takes to continue growing, even from a $3.8 ...
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Alphabet Isn’t a Search and Ad Company Anymore. Now It’s Valued Like an AI Stock
Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) remains the dominant force in search and digital advertising, holding approximately 90% ...
That said, Alphabet did meaningfully underperform our average portfolio return as concerns that it’s near monopolistic position in Search (which generates the majority of their advertising revenue) ...
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45% of Alphabet’s $3 Billion Hidden Portfolio Is in Just 2 White-Hot Stocks
Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) dominates the search engine market with over 90% share and powers billions of daily ...
Alphabet's own LLM, Gemini, has become a fixture on Google Search -- providing AI-powered summaries to queries that are similar to what users would get from ChatGPT. Moreover, Gemini has also been ...
Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned 5.0% in the ...
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Warren Buffett’s Berkshire Tilts Toward Big Tech Again — This Time With A Bold Bet On Alphabet’s AI Future
・Alphabet’s Class A stock trading under the ticker GOOG gained 38% during the third quarter. ・Berkshire's fresh Alphabet position amounts to approximately 1.6% of the firm's total holdings' value.
Alphyn Capital Management, an investment management firm, released its fourth-quarter 2022 investor letter. The same can be downloaded here. The fund returned 20.4% in the fourth quarter compared to a ...
Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” annual investor letter. A copy of the letter can be downloaded here. The year was strong for the fund ...
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