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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.
Ironvine Capital Partners reduced semiconductor exposure during Q2 2026 as stock prices increasingly require 2027-2028 AI spending levels to serve as a sustainable baseline, selling portions of Applied Materials, Analog Devices, and Amphenol. The firm initiated...
— The Ironvine Investment Team
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Other investors who've written on Meta Platforms, Inc.
Rowan Street maintained conviction in Meta despite experiencing a devastating 75% drawdown in 2022. By focusing on...
The manager notes that Meta Platforms capitalized extensively on rapid international expansion and low interest rates during the post-GFC era. However, reversing macro...
Meta delivered another exceptional first half of 2026.