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) ...
Warren Buffett's Berkshire Hathaway revealed a new position in Alphabet, making the Google parent the conglomerate's 10th largest equity holding at the end of September, according to a regulatory ...
Ackman took an initial stake in Alphabet in 2023. Over time, the stock has become one of his top positions, with an increase in the holding during the second quarter of this year. In the April-June ...
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