Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Apr 29, 2026 | Fund Letters | Trojan Fund from Troy Asset Management | GOOGL | Alphabet Inc. | Internet Content & Information | Interactive Media & Services | Bull | NASDAQ | Artificial Intelligence, Cloud computing, digital advertising, generative AI, market share gains, search engine, Technology Platforms, TPU Chips | Login |
| Apr 29, 2026 | Seeking Alpha | Seeking Alpha | GOOGL | Alphabet Inc. | Technology | Internet Content & Information | Bull | NASDAQ Stock Market | AI features, Alphabet Inc., autonomous vehicles, Cloud computing, Google Search, operating margins, Revenue Growth, technology sector, Waymo, YouTube | Login |
| Apr 28, 2026 | Seeking Alpha | Seeking Alpha | GOOGL | Alphabet Inc. | Technology | Internet Content & Information | Bull | Nasdaq Stock Market | AI investments, Alphabet, Anthropic partnership, cloud services, Google Cloud, Investor confidence, operating margins, Revenue Growth, Search resilience, technology sector | Login |
| Apr 8, 2026 | Fund Letters | Andrew Hill Investment Advisors, Inc. | GOOGL | Alphabet Inc. | Internet Content & Information | Interactive Media & Services | Bull | NASDAQ | AI, autonomous vehicles, Cloud computing, Data Assets, Gemini, Search, TPU Chips | Login |
| Apr 6, 2026 | Fund Letters | Wedgewood Partners | GOOGL | Alphabet | Internet Content & Information | Interactive Media & Services | Bull | NASDAQ | advertising, AI, capital allocation, Google Cloud, Interactive Media, margin expansion, operating leverage, Search | Login |
| Mar 25, 2026 | Seeking Alpha | Seeking Alpha | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | Nasdaq Stock Market | AI, Alphabet Inc., Cloud computing, digital advertising, Google, innovation, portfolio stake, regulatory challenges, technology sector | Login |
| Mar 21, 2026 | Substack | Rijnberk Invest Insights | GOOGL | Alphabet Inc. | Technology | Internet Content & Information | Bull | Nasdaq Stock Market | advertising revenue, AI integration, Alphabet Inc., Anthropic, Google Cloud, Google Search, SpaceX, technology conglomerate, Waymo, YouTube | Login |
| Feb 11, 2026 | Fund Letters | Freddie Lait | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, cloud, Data, Moat, Search | Login |
| Feb 11, 2026 | Fund Letters | Alex Umansky | GOOGL | Alphabet Inc. | Interactive Media & Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, Autonomous, backlog, cloud, Gemini, monetization, platform, Search | Login |
| Feb 8, 2026 | Fund Letters | Zach C Turner | GOOGL | Alphabet Inc | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, cashflow, cloud, monetization | Login |
| Feb 6, 2026 | Substack | Monopolistic Investor | GOOGL | Technology | Internet Content & Information | Neutral | NASDAQ Stock Market | Adsense, AI investment, balance sheet, Google, Hold rating, NabzdykRatings, network effect, operational efficiency, Search & Advertising, switching costs | Login | |
| Jan 30, 2026 | Fund Letters | Alex | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | AI, cloud, Optionality, Platforms, semiconductors | Login |
| Jan 29, 2026 | Fund Letters | Wally Weitz | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, cloud, scale, Search | Login |
| Jan 26, 2026 | Fund Letters | Brad Slingerlend | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, cloud, Platforms, Search | Login |
| Jan 26, 2026 | Fund Letters | Tony Coniaris | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, cloud, Search, Sum-of-the-Parts | Login |
| Jan 26, 2026 | Fund Letters | Scott LaBreche | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bear | NASDAQ | advertising, AI, cloud, profitability, Search | Login |
| Jan 22, 2026 | Fund Letters | Tyler Hardt | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bear | NASDAQ | AI, cloud, Discipline, Search, valuation | Login |
| Jan 22, 2026 | Fund Letters | Frank M. Sands | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, cloud, inference, monetization, scale, Search | Login |
| Jan 22, 2026 | Fund Letters | Emerson Bluhm | GOOGL | Alphabet Inc. | Interactive Media & Services | Digital Advertising | Bull | NASDAQ | Ai Assistants, Digital ads, Optionality, Platform Ecosystem, Search Intent | Login |
| Jan 22, 2026 | Fund Letters | Brian A. Christiansen | GOOGL | Alphabet Inc. | Communication Services | Interactive Media & Services | Bull | NASDAQ | advertising, AI, cloud, monetization, Search | Login |
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