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 ...

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) ...

In 2026, artificial intelligence (AI) success for Alphabet will be in dollars, not engagement. Google Cloud’s next test is improving profitability. Heavy AI investment raises the bar for capital ...

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 ...

Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” annual investor letter. A copy of the letter can be downloaded here. The year was strong for the fund ...