Loading investment pitches...
Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Alphabet returned 65% in 2025. Search ad clicks...
— Stephen Dodson and Raphael de Balmann
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Alphabet Inc Class C
Alphabet ($GOOG) constitutes 7.9% of the fund's assets and remains a core holding despite a recent position trimming. The company operates...
The stock reacted positively following a less severe than expected DOJ antitrust remedy decision regarding its Search business. Alphabet is uniquely...
Alphabet (Google) has extensive health-related moonshots and investments, potentially exceeding the company's current value, backed by significant cash and an unparalleled brain trust.
More institutional theses from Bretton Fund
The manager argues that fears of AI disrupting payment card networks are overblown. Card networks possess...
Mastercard acts as a vital digital infrastructure player whose network effects protect it from emerging technologies. Concerns about AI...
The card networks function as essential digital infrastructure, processing high volumes of transactions with deep merchant and consumer trust. While AI-to-AI or...