Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor ...
Investment management company First Pacific Advisors recently released its third-quarter 2025 investor letter for the “FPA Source Capital.” A copy of the letter can be downloaded here. In the third ...
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 ...
Alphabet had an excellent year in 2025, but 2026 is not yet a given.
Alphabet Inc. has demonstrated impressive resilience in the face of market volatility. In December 2025, the company recorded a one-month return of 6.60%, contributing to a staggering 72.02% increase ...
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 ...