We believe the portfolio is well positioned and will discuss current positioning and our perspective on the tariff situation later in this letter. The White Falcon portfolio's construction ...

Alphabet's capital spending was also on the rise, with the company booking capital expenditures of $17.20 billion in the quarter. That was about 20% higher than $14.3 billion in the fourth quarter ...

White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2024 investor letter. A copy of the ... It is currently trading at a P/E of 5.3x with a 8% dividend yield." ...

White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2024 investor letter. It was a good year for the fund on an absolute basis. However, the fund was unable to ...

Alphabet has gained about 9% so far this year. Wall Street had been expecting 2025 capital expenditures of about $58 billion, according to LSEG data. That would have marked a modest increase over ...

Alphabet CEO Sundar Pichai said the company ... we expect to invest approximately $75 billion in capital expenditures in 2025," Pichai said in Tuesday's earnings release announcing the investment ...

White Brook Capital Partners stated the following regarding Krispy Kreme, Inc. (NASDAQ:DNUT) in its Q4 2024 investor letter: "Krispy Kreme, Inc. (NASDAQ:DNUT) has languished since our entry in 2024.

Alphabet beat second-quarter revenue and profit estimates on Tuesday, driven by a rise in digital advertising sales and healthy demand for its cloud computing services, but flagged that capital ...