Right Tail Capital’s Views on Alphabet (GOOG)

5 days ago 7

Soumya Eswaran

Wed, January 7, 2026 astatine 7:58 AM CST 3 min read

Right Tail Capital, an concern absorption company, released its fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. For 2025, the Right Tail portfolio accrued by ~0.34% earlier fees, compared to a summation of astir 17.8% for the S&P 500 and astir 11.2% for the S&P 500 Equal Weight Index. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its fourth-quarter 2025 capitalist letter, Right Tail Capital highlighted stocks specified arsenic Alphabet Inc. (NASDAQ:GOOG). Alphabet Inc. (NASDAQ:GOOG), the genitor institution of Google, offers assorted platforms and services operating done Google Services, Google Cloud, and Other Bets segments. On January 6, 2026, Alphabet Inc. (NASDAQ:GOOG) banal closed astatine $314.55 per share. One-month instrumentality of Alphabet Inc. (NASDAQ:GOOG) was -2.01%, and its shares gained 60.99% of their worth implicit the past 52 weeks. Alphabet Inc. (NASDAQ:GOOG) has a marketplace capitalization of $3.797 trillion.

Right Tail Capital stated the pursuing regarding Alphabet Inc. (NASDAQ:GOOG) successful its 4th fourth 2025 capitalist letter:

"I person invested successful Alphabet Inc. (NASDAQ:GOOG) (parent institution of Google) for much than six years, and it has been a important holding for Right Tail since inception. Throughout that period, I’ve often felt that the marketplace has undervalued the prime and breadth of Alphabet’s concern portfolio, adjacent arsenic the banal itself has performed reasonably well.