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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 Inc. (3.8% of net assets as of December 31, 2025) (GOOG – $313.80 – NASDAQ) shares rose again in the fourth quarter as regulatory risk continued to fade following the removal of a key overhang in September, allowing investor focus to shift back to the company’s improving core fundamentals and strong 3Q’25 results reported in late October. Looking ahead, Alphabet’s...
— Justin Bergner, CFA
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Other investors who've written on Alphabet Inc Class C
Alphabet ($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.