Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 22, 2026Seeking AlphaSeeking AlphaGOOGL Alphabet Inc. TechnologyInternet Content & Information Neutral Nasdaq Stock MarketAlphabet Inc., digital services, Google, Internet, investment strategy, market conditions, NASDAQ, portfolio, regulatory challenges, technology
Sep 13, 2026SubstackAlpha Seeker 84GOOGL Alphabet Inc. TechnologyInternet Services Neutral Nasdaq Stock MarketAI, Alphabet, CapEx, distribution advantage, Gemini, Google Cloud, investment bill, monetization, personal assistance, Search
Aug 30, 2026SubstackModern Value InvestingGOOGL Alphabet Inc. TechnologyInternet Content & Information Bull Nasdaq Stock Marketadvertising, AI technology, Digital Economy, financial performance, forward earnings, Google Cloud, growth trajectory, innovation, market presence, operational efficiency
Jul 31, 2026Fund LettersBronte Capital Amalthea FundGOOGL Alphabet Inc. Internet Content & InformationInteractive Media & Services Neutral NASDAQArtificial Intelligence, capital expenditure, DeepMind, Disruption Risk, Equity, Existential Threat, Interactive Media, Management Quality, search engine, technology, TPU Chips, Trimming Position, Voice Search
Jul 27, 2026Fund LettersLakehouse Global Growth FundGOOGL Alphabet Inc. Internet Content & InformationInteractive Media & Services Bull NASDAQAI infrastructure, Cloud computing, digital advertising, Equity, growth, hyperscaler, Interactive Media, search engine, semiconductors, TPU Hardware
Jul 27, 2026Fund LettersHotchkis & Wiley Global Value FundGOOGL Alphabet Inc. Internet Content & InformationInteractive Media & Services Bull NASDAQCloud computing, digital advertising, growth, Internet Search, technology, Underweight Position
Jul 26, 2026Seeking AlphaSeeking AlphaGOOGL Alphabet Inc. TechnologyInternet Services Bull NASDAQ Stock MarketAlphabet, Artificial Intelligence, Cloud computing, competitive pressures, digital advertising, Google, growth potential, innovation, internet services, regulatory challenges
Jul 22, 2026Fund LettersAGT PartnersGOOGL Alphabet Inc. Internet Content & InformationInteractive Media & Services Bull NASDAQArtificial Intelligence, Cloud computing, digital advertising, Equity, growth, Interactive Media, Moat Extension, SaaS, search engine, technology, US
Jul 22, 2026Seeking AlphaSeeking AlphaGOOGL Alphabet Inc. TechnologyInternet Content & Information Bull NASDAQ Stock MarketAI, Alphabet Inc., capital expenditure, Free Cash Flow, Google Cloud, operating leverage, Revenue Growth, Search, technology sector, YouTube
Jul 13, 2026Seeking AlphaSeeking AlphaGOOGL Alphabet Inc. TechnologyInternet Content & Information Neutral Nasdaq Stock MarketAI technology, Alphabet Inc., CapEx, Cloud computing, Customer concentration, diversification, Free Cash Flow, Macro Environment, Revenue Growth, valuation
Jul 9, 2026Fund LettersClearBridge Investment Value StrategyGOOGL Alphabet Inc. Internet Content & InformationInteractive Media & Services Bull NASDAQAI solutions, Cloud computing, Communication Services, Enterprise software, Equity, Interactive Media, margin expansion, search engine
Jun 8, 2026Seeking AlphaSeeking AlphaGOOGL Alphabet Inc. TechnologyInternet Content & Information Bull Nasdaq Stock MarketAI investment, Alphabet, balance sheet, CapEx, Equity raise, Financial results, Google Cloud, long-term upside, market position, Revenue Growth
Apr 29, 2026Fund LettersTrojan Fund from Troy Asset ManagementGOOGL Alphabet Inc. Internet Content & InformationInteractive Media & Services Bull NASDAQArtificial Intelligence, Cloud computing, digital advertising, generative AI, market share gains, search engine, Technology Platforms, TPU Chips
Apr 29, 2026Seeking AlphaSeeking AlphaGOOGL Alphabet Inc. TechnologyInternet Content & Information Bull NASDAQ Stock MarketAI features, Alphabet Inc., autonomous vehicles, Cloud computing, Google Search, operating margins, Revenue Growth, technology sector, Waymo, YouTube
Apr 28, 2026Seeking AlphaSeeking AlphaGOOGL Alphabet Inc. TechnologyInternet Content & Information Bull Nasdaq Stock MarketAI investments, Alphabet, Anthropic partnership, cloud services, Google Cloud, Investor confidence, operating margins, Revenue Growth, Search resilience, technology sector
Apr 8, 2026Fund LettersAndrew Hill Investment Advisors, Inc.GOOGL Alphabet Inc. Internet Content & InformationInteractive Media & Services Bull NASDAQAI, autonomous vehicles, Cloud computing, Data Assets, Gemini, Search, TPU Chips
Apr 6, 2026Fund LettersWedgewood PartnersGOOGL Alphabet Internet Content & InformationInteractive Media & Services Bull NASDAQadvertising, AI, capital allocation, Google Cloud, Interactive Media, margin expansion, operating leverage, Search
Mar 25, 2026Seeking AlphaSeeking AlphaGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull Nasdaq Stock MarketAI, Alphabet Inc., Cloud computing, digital advertising, Google, innovation, portfolio stake, regulatory challenges, technology sector
Mar 21, 2026SubstackRijnberk Invest InsightsGOOGL Alphabet Inc. TechnologyInternet Content & Information Bull Nasdaq Stock Marketadvertising revenue, AI integration, Alphabet Inc., Anthropic, Google Cloud, Google Search, SpaceX, technology conglomerate, Waymo, YouTube
Feb 11, 2026Fund LettersFreddie LaitGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, cloud, Data, Moat, Search

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: