Right Tail Capital’s Views on Alphabet (GOOG)

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 ~0.34% before fees, compared to a gain of around 17.8% for the S&P 500 and about 11.2% for the S&P 500 Equal Weight Index. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025. In its fourth-quarter 2025 investor letter, Right Tail Capital highlighted stocks such as Alphabet ...