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3G Capital takes new stake in Alphabet, Microsoft, cuts position in Coupang in Q3 moves
3G Capital took a new position in Alphabet (GOOG) (GOOGL), Microsoft (MSFT), Broadcom (AVGO), trimmed its position in Goosehead Insurance (GSHD) and Coupang (CPNG), while exiting monday.com (MNDY) ...
Alphabet's cloud computing segment is soaring, but investors must weigh this momentum against the company's massive capital expenditure plans.
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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 ...
Alphabet GOOG reported strong fourth-quarter earnings, with sales up 18% to $113 billion and adjusted operating margins down 50 basis points to 31.6%. Google Cloud continues to be the star of the show ...
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