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Right Tail Capital’s views on Alphabet (GOOG)

Right Tail Capital, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. For 2025, the Right Tail portfolio increased by ...
Insider Monkey

Here are Merion Road Capital’s Updates on Alphabet (GOOG)

Merion Road Capital Management, an investment advisor, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here. In the fourth quarter, Merion Road Small Cap Fund ...
Yahoo Finance

Reasons Behind Sands Capital Select Growth Strategy’s New Pick Alphabet (GOOG)

Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q3 2025 investor letter. A copy of the letter can be downloaded here. U.S. large-cap growth ...
Seeking Alpha

Alphabet Ups The Capital Spend For AI Infrastructure; Upside Is Priced In

Alphabet is experiencing robust growth in its cloud services, with a $106 billion backlog and significant capital outlays to support future demand. GOOG's cloud margins improved substantially in q2'25 ...
Insider Monkey

Here’s Merion Road Capital’s Views on Alphabet (GOOG)

Merion Road Capital Management, an investment advisor, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the first quarter, Merion Road Small Cap Fund ...