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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 continued to make significant contributions to performance during the quarter. The Company's Google...
— David A. Rolfe, Michael X. Quigley, Christopher T. Jersan
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Other investors who've written on Alphabet Inc Class C
Alphabet ($GOOG) constitutes 7.9% of the fund's assets and remains a core holding despite a recent position trimming. The company operates...
The stock reacted positively following a less severe than expected DOJ antitrust remedy decision regarding its Search business. Alphabet is uniquely...
Alphabet (Google) has extensive health-related moonshots and investments, potentially exceeding the company's current value, backed by significant cash and an unparalleled brain trust.
More institutional theses from Wedgewood Partners
Apple Inc. ($AAPL) represents 7.60% of the portfolio. Apple designs, manufactures,...
Microsoft Corporation ($MSFT) represents 7.50% of the portfolio. The company provides...
Meta Platforms ($META) represents 8.34% of the fund's portfolio. Meta operates the...