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 ~0.
Alphabet GOOGL.O said on Tuesday it will spend $75 billion on its AI buildout this year, 29% more than Wall Street expected, and investors signaled disappointment at a missed cloud revenue target and ...
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want to see a proven return on capital employed (ROCE) that is increasing, and secondly ...
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 ...