Why people invest, in their words, next to the SEC numbers.
Voices · third-party opinions, not SEC data
Not investment advice. They could be wrong or outdated. See the original source and date; the view may have changed.
4 of 56 Voices · Deutsch
GOOGLDoug ClintonInvestorAug 10, 2026Skeptical
Our summary: Clinton explained on Closing Bell why his fund sold Alphabet.
Voice details · not SEC data. As stated on Aug 10, 2026; the view may have changed.
GOOGLSarah KunstInvestorJun 2, 2026Invests
Our summary: Kunst discussed AI lab valuations and enterprise demand and said she believes Alphabet remains undervalued.
Voice details · not SEC data. As stated on Jun 2, 2026; the view may have changed.
GOOGLBill AckmanInvestorMay 15, 2026Invests
Our summary: Ackman said Pershing sold most of its Alphabet stake only to fund its Microsoft purchase and remains long-term bullish on Alphabet, citing current valuation and finite capital.
“To be clear, our sale of $GOOG was not a bet against the company”
Voice details · not SEC data. As stated on May 15, 2026; the view may have changed.
GOOGLGavin BakerInvestorOct 22, 2025
Our summary: Baker said reasoning models made leading AI labs better businesses because user data now feeds back into the product.
“probably Google and xAI having the most unique data”
Among the labs he saw Google and xAI as having the most unique data, and noted Google's TPU took three generations to succeed.
Voice details · not SEC data. As stated on Oct 22, 2025; the view may have changed.
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