Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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
Jun 30, 2024Fund LettersOrbis Global EquityGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI chips, Artificial Intelligence, Cloud computing, contrarian, digital advertising, internet services, Mobile Operating System, search engine, Share Buybacks, technology, Value, Video Platform
Apr 30, 2024Fund LettersLakehouse Global Growth FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQArtificial Intelligence, cash-rich, Cloud computing, digital advertising, operating leverage, search engine, technology platform, TPU Chips, YouTube
Apr 15, 2024Fund LettersNightview CapitalGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI infrastructure, Artificial Intelligence, Cloud computing, digital advertising, distribution network, large language models, Multi-modal AI, SaaS, search engine, Value
Apr 1, 2024Fund LettersBronte Capital Amalthea FundGOOGL Alphabet Inc Communication ServicesInteractive Media & Services Bull NASDAQAI development, digital advertising, Global GDP Share, growth, Large-cap tech, Online Advertising, search engine, technology
Mar 31, 2024Fund LettersAppalaches CapitalGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQArtificial Intelligence, Behavioral Mispricing, contrarian, cost-cutting, market dominance, search engine, technology
Jan 2, 2024Fund LettersJB Global CapitalGOOGL Alphabet Inc Communication ServicesInteractive Media & Services Bull NASDAQAndroid, Artificial Intelligence, Cloud computing, Data Analytics, digital advertising, Mobile computing, network effects, Platform business, search engine, YouTube
Jan 1, 2024Fund LettersTsai CapitalGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI technology, Cloud computing, Digital Ecosystem, network effects, Online Advertising, search engine, Video Streaming

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