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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Meta is at it again. After squandering approximately...
— David Papson
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Other investors who've written on Meta Platforms, Inc.
Shares of Meta Platforms, Inc., the owner of Facebook, Instagram, WhatsApp, and Threads, contributed during the quarter, rising 28.8%. Second quarter results...
Shares of Meta Platforms, Inc., the owner of Facebook, Instagram, WhatsApp, and Threads, contributed during the quarter, rising 28.8%. Second quarter results...
Meta highlighted this shift on September 8 when it launched Muse, its consumer-facing AI agent platform, which quickly became the most downloaded free app on the iOS App Store. Unlike standard chatbots,...
More institutional theses from CDT Capital Management
Broadcom Inc. ($AVGO) designs, develops, and supplies a broad range of semiconductor devices and enterprise software infrastructure solutions. The manager holds...
Alibaba Group Holding Limited ($BABA) is a Chinese multinational technology conglomerate focused on e-commerce, cloud computing, and artificial intelligence infrastructure. The manager adopted...
NVIDIA Corporation ($NVDA) is the premier designer of advanced graphics processing units and accelerated computing architecture used in data centers and artificial intelligence training. The manager expresses...