Spotlighting Alphabet Again: Comprehensive & Intact Value Creation Drivers.

Spotlighting Alphabet Again: Comprehensive & Intact Value Creation Drivers

 October 22, 2025 |Grace Wang Portfolio Management Practice
Chapter 51: Spotlighting Alphabet Again: Comprehensive & Intact Value Creation Drivers. Dear Clients, The last time we wrote about Alphabet (GOOGL) on June 13th, 2024, one of the highest weighted members of our investment portfolio (See Chapter 43: Spotlighting...
Read more

An Earnings Inflection Point

 October 22, 2025 |Grace Wang Portfolio Management Practice
Chapter 50: An Earnings Inflection Point Dear Clients, Quarter two of 2025 marked an inflection point in the company earnings of some of our major holdings. That AI is ushering in a new era of disinflationary productivity-led gains was evident in two...
Read more