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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 Platforms owns some of the world’s largest digital platforms, giving it unmatched reach and powerful network effects. Its highly effective...
— Krishna Chintalapalli, Mark Zagata
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Other investors who've written on Meta Platforms, Inc.
Meta Platforms ($META) represents 8.34% of the fund's portfolio. Meta operates the...
Meta Platforms owns leading digital social applications - including Facebook, Instagram, and WhatsApp - reaching billions of global daily active users. The fund initiated...
Meta Platforms ($META) operates the world's preeminent social media and digital interaction ecosystem, encompassing Facebook, Instagram, WhatsApp, Messenger, and Threads, connecting over 3.5 billion daily active users worldwide. The investment team...
More institutional theses from Parnassus Value Equity Fund
Airbnb was added during cyclical travel softness to capture long-term expansion in short- and long-term stay accommodation. The platform offers...
Applied Materials was added to expand Information Technology exposure, leveraging its dominant scale in wafer fabrication equipment. The managers project...