Fund Letter Stock Ideas - All Forecasts of Analytics Author

Fund Letter Stock Ideas – Analytics Author

Single stock ideas excerpted from fund letters published by Seeking Alpha.


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Author's Analysis

RiverPark Funds – Alphabet: Impressive Credentials, Falling Stock Prices

RiverPark Funds – Alphabet: Impressive Credentials, Falling Stock Prices
August 31, 2022

Summary Alphabet/Google generated nearly 30% of all global digital advertising in 2021, while still growing its overall ad dollars at an impressive 22% 4-year CAGR. GOOG/GOOGL’s advertising business is extremely … Read more

RiverPark Funds – Amazon: Reinventing Normal

RiverPark Funds – Amazon: Reinventing Normal
August 31, 2022

Summary Amazon has five dreamy businesses under its one roof: AWS, Marketplace, Prime, Advertising and Logistics. Given AMZN’s focus on relentless innovation, and the tiny seeds they have recently planted, … Read more