Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2024Fund LettersAlger Spectra FundGOOGL Alphabet Inc Communication ServicesInteractive Media & Services Bull NASDAQArtificial Intelligence, autonomous driving, Cloud computing, digital advertising, search engine, technology, YouTube
Sep 30, 2024Fund LettersMar Vista Global Equity FundGOOGL Alphabet Communication ServicesInteractive Media & Services Bull NASDAQantitrust, Artificial Intelligence, Cloud computing, Regulatory risk, search engine, technology, Video Platform
Sep 30, 2024Fund LettersRiverPark Long/Short Opportunity FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI infrastructure, Cloud computing, digital advertising, high-margin, search engine, technology, Value
Sep 30, 2024Fund LettersHotchkis & Wiley Global Value FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQCloud computing, digital advertising, growth potential, media, regulatory scrutiny, search engine, technology
Jul 19, 2024Fund LettersGreensKeeper Value FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI technology, Cloud computing, digital advertising, large-cap, search engine, technology
Jul 6, 2024Fund LettersSpree Capital AdvisersGOOGL Alphabet Inc Software & ServicesInternet Software & Services Bull NASDAQArtificial Intelligence, autonomous vehicles, Cloud computing, machine learning, search engine, semiconductors, technology, Value
Jul 6, 2024Fund LettersTorre FinancialGOOGL Alphabet Inc Software & ServicesInternet Software & Services Bull NASDAQArtificial Intelligence, autonomous vehicles, Cloud computing, search engine, semiconductors, technology platform, Value
Jul 3, 2024Fund LettersGoodHaven Capital ManagementGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, generative AI, Google Cloud, market share, operating margins, Search, technology, YouTube
Jun 30, 2024Fund LettersOakmark FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQCloud computing, digital advertising, growth, Internet Search, large-cap, Mega Cap, technology
Jun 30, 2024Fund LettersVulcan Value Partners - Large CapGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAlgorithm Efficiency, Artificial Intelligence, digital advertising, innovation, margin expansion, search engine, technology platform
Jun 30, 2024Fund LettersVulcan Value Partners - All CapGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAlgorithm Efficiency, Artificial Intelligence, Communication Services, digital advertising, generative AI, market dominance, search engine, technology innovation
Jun 30, 2024Fund LettersVulcan Value Partners - FocusGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAlgorithm Efficiency, Artificial Intelligence, digital advertising, generative AI, market dominance, Revenue Growth, search engine, technology innovation
Jun 30, 2024Fund LettersVulcan Value Partners - Focus PlusGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAlgorithm Efficiency, Artificial Intelligence, innovation, margin expansion, Revenue Growth, search engine, Technical Prowess, technology platform
Jun 30, 2024Fund LettersOakmark Global Select FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI technology, Communication Services, Cost Reduction, growth, operating leverage, technology innovation
Jun 30, 2024Fund LettersMar Vista Focus FundGOOGL Alphabet Inc. Interactive Media & ServicesInteractive Media & Services Bull NASDAQAI integration, Consumer Engagement, Cost Restructuring, digital advertising, Interactive Media, Revenue Growth, search engine
Jun 30, 2024Fund LettersMar Vista Global Equity FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, cloud, Consumer Engagement, Cost control, digital advertising, restructuring, Revenue Growth, Search
Jun 30, 2024Fund LettersMar Vista Strategic Growth FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, Consumer Engagement, Cost management, digital advertising, infrastructure, restructuring, Revenue Growth, Search, technology
Jun 30, 2024Fund LettersPolen Capital - Global GrowthGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQCloud computing, digital advertising, dividend, search engine, Share Buyback, technology, Video Platform
Jun 30, 2024Fund LettersAristotle Atlantic Core Equity StrategyGOOGL Alphabet Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI monetization, dividend, GenAI, Search, Share Buybacks, technology
Jun 30, 2024Fund LettersRiverPark Long/Short Opportunity FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, Artificial Intelligence, Cloud computing, growth, Search, Value, YouTube

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