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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.
For over 15 years—since the Great Financial Crisis in 2008—most developed equity markets, especially in the United States, have experienced an unusually favorable “Goldilocks” period, with annual returns exceeding 15%. This environment was...
— David Diranko
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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 Diranko Capital
Ashtead Technology Holdings is a UK-listed specialist equipment rental provider serving the global offshore energy sector. The manager identified...
Lifecore Biomedical is a contract development and manufacturing organization (CDMO) that formulates and packages sterile injectable pharmaceuticals for biopharma sponsors. The manager initially...
The manager suggests that while Apple remains a dominant franchise, the favorable macroeconomic tailwinds of the past 15 years are reversing. This macro shift...