That said, Alphabet did meaningfully underperform our average portfolio return as concerns that it’s near monopolistic position in Search (which generates the majority of their advertising revenue) ...

Qualivian Investment Partners, an investment partnership focused on long-only public equities, released its Q1 2025 investor letter. A copy of the letter can be downloaded here. The fund outperformed ...

Google has shown strong Q3 2024 earnings results, announcing earnings per share of $2.12, an increase of 37% compared to the same quarter of the previous year. Alphabet’s Total Return of 19.67% over ...

Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) has soared amid a massive tech recovery, digital advertising rebound, and AI adoption. Its 52% surge outpaced S&P 500 gains. This has been led by improved ...

Alphabet Inc. continues to be viewed by numerous professional investors as a cornerstone holding within the technology sector. A confluence of robust financial performance, a landmark cloud agreement, ...

Nvidia (NASDAQ: NVDA) is arguably the world's most popular artificial intelligence (AI) stock, as evidenced by its 215% gain in the past year alone. It's not a claim without merit, because the company ...

Pershing Square Holdings, an investment holding company, released its first half 2023 investor letter. A copy of the same can be downloaded here. The fund generated NAV performance of 10.0% during the ...

Alphabet stock jumped 5.6% in Monday’s premarket trading after Berkshire Hathaway revealed a significant investment in the tech giant. The disclosure came through a routine securities filing on Friday ...

NEW YORK, NEW YORK - JANUARY 09: The exterior of the new headquarters of Google is seen at 550 Washington Street in Hudson Square on January 09, 2024 in New York City. Designed by COOKFOX Architects, ...

Alphyn Capital Management, an investment management firm, released its fourth-quarter 2022 investor letter. The same can be downloaded here. The fund returned 20.4% in the fourth quarter compared to a ...