Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2025Fund LettersVulcan Value Partners - Large CapGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAi Risk, antitrust, Cloud computing, digital advertising, Equity, Search, technology, YouTube
Mar 31, 2025Fund LettersOakmark Global Select FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQArtificial Intelligence, Cloud computing, digital advertising, growth, search engine, technology, undervalued
Mar 31, 2025Fund LettersHarris Associates Concentrated StrategyGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI Overviews, AI technology, Capacity constraints, Cloud computing, digital advertising, search engine, undervalued
Mar 31, 2025Fund LettersHotchkis & Wiley Global Value FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQCloud computing, digital advertising, growth potential, Other Bets, Overcapitalized, search engine, technology
Mar 31, 2025Fund LettersAristotle/Saul Global Equity FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI technology, Cloud computing, digital advertising, Integrated Ecosystem, network effects, Search Dominance, YouTube
Mar 31, 2025Fund LettersRiverPark Large GrowthGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, cash flow, cloud, monetization, Search, valuation discount, YouTube
Mar 31, 2025Fund LettersRiverPark Long/Short Opportunity FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, cash flow, cloud infrastructure, core holding, market share, monetization, Search, valuation discount, YouTube
Mar 1, 2025Fund LettersL1 Capital International FundGOOGL Alphabet Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI disruption, competitive threats, Long-term Value, Magnificent 7, search engine, technology
Feb 6, 2025Fund LettersBretton FundGOOGL Alphabet, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI competition, digital advertising, information services, Revenue Growth, search engine, Streaming Video, valuation discount, YouTube
Dec 31, 2024Fund LettersBell Global Equities FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQantitrust, Artificial Intelligence, Communication Services, growth, search engine, Supercomputing, technology
Oct 24, 2024Fund LettersBretton FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQCommunication Services, compounding, earnings growth, High Multiple, Interactive Media, technology
Oct 10, 2024Fund LettersGreensKeeper Value FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQantitrust, market dominance, Quality Advantage, Regulatory Pressure, search engine, technology, user retention
Sep 30, 2024Fund LettersOakmark Select FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, antitrust, Cloud computing, digital advertising, Monopoly, search engine, technology, Value
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

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