Alphabet Inc.
Pitch Summary: Alphabet Inc. reported exceptional Q1 2026 earnings, surpassing expectations with strong performance in its Search and Cloud segments. The company achieved a 19% YoY growth in Google Search & Other revenue, driven by increased engagement from AI features. Google Cloud also showed impressive results with a 63% YoY revenue growth and a doubled […]
Madison Sustainable Equity Fund GOOGL
Bull thesis on Alphabet Inc from Madison Sustainable Equity Fund
Mar Vista Strategic Growth Fund GOOGL
Bull thesis on Alphabet Inc. from Mar Vista Strategic Growth Fund
Oakmark Global Select Fund GOOGL
Bull thesis on Alphabet from Oakmark Global Select Fund
JB Global Capital GOOGL
Bull thesis on Alphabet Inc from JB Global Capital
Madison Sustainable Equity Fund GOOGL
Bull thesis on Alphabet Inc from Madison Sustainable Equity Fund
Oakmark Global Select Fund GOOGL
Bull thesis on Alphabet Inc. from Oakmark Global Select Fund
Oakmark Global Select Fund GOOGL
Bull thesis on Alphabet Inc. from Oakmark Global Select Fund
Evolve Private Wealth GOOGL
Bull thesis on Alphabet Inc. from Evolve Private Wealth
Oakmark Global Select Fund – GOOGL
Bull thesis on Alphabet Inc. from Oakmark Global Select Fund
Oakmark Global Select Fund – GOOGL
Bull thesis on Alphabet Inc. from Oakmark Global Select Fund
Mar Vistas U.S. Quality Select GOOGL
Bull thesis on Alphabet Inc. from Mar Vistas U.S. Quality Select
Aristotle Value Equity Fund GOOGL
Bull thesis on Alphabet Inc. from Aristotle Value Equity Fund
Vulcan Value Partners – Large Cap GOOGL
Bull thesis on Alphabet Inc. from Vulcan Value Partners – Large Cap
Middle Coast Investing GOOG
Bull thesis on Alphabet Inc. from Middle Coast Investing
Aristotle/Saul Global Equity Fund GOOGL
Bull thesis on Alphabet Inc. from Aristotle/Saul Global Equity Fund
GoodHaven Capital Management GOOGL
Bull thesis on Alphabet Inc. from GoodHaven Capital Management
The London Company Large Cap GOOG
Bull thesis on Alphabet Inc. from The London Company Large Cap
RiverPark Long/Short Opportunity Fund GOOGL
Bull thesis on Alphabet Inc. from RiverPark Long/Short Opportunity Fund
RiverPark Large Growth GOOGL
Bull thesis on Alphabet Inc. from RiverPark Large Growth
