Tag GOOGL
We initiated an investment in Google in early 2023 at a highly attractive valuation. Click here for our brief investment thesis on GOOG / GOOGL stock...
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There's a new social media stock in town, but not a new social media platform...
Continue ReadingIn 2023, Pershing Square Holdings generated NAV performance of 26.7% vs. 26.3% for the S&P 500 index. Click here to read the full letter...
Continue ReadingBig Tech is facing its biggest challenge in decades as antitrust regulators on both sides of the Atlantic crack down on alleged anti-competitive practices that could result in break-up orders to Apple and Alphabet's Google, a first for the industry. Google has said it disagreed with the EU's accusations while Apple said the U.S. lawsuit is wrong on the facts and the law. Regulators now allege companies such as Apple and Google have built impenetrable ecosystems around their products, making it difficult for customers to switch to rival services, which led to the coining of the term walled gardens...
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Continue ReadingLooking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results...
Continue ReadingLooking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results...
Continue ReadingGoogle stock jumped nearly 5% following reports that Apple was considering using its Gemini AI engine for the iPhone. Read more on Google's AI efforts...
Continue ReadingGoogle's Q4'23 report shows a positive business growth. Concerns arise from EU regulations and negative sentiment towards its Gemini language model. Read more...
Continue ReadingBaidu stock is up after report Apple held early talks with the Chinese company to use its AI technology for Apple devices...
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