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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.
We can chalk this one up to life comes at you fast. In the course...
— Ken Burke
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Other investors who've written on Meta Platforms, Inc.
Meta Platforms ($META) represents 8.34% of the fund's portfolio. Meta operates the...
Meta Platforms operates world-class digital platforms, connecting billions of daily active users across apps like Facebook, Instagram, and WhatsApp. The fund initiated...
Meta Platforms owns leading digital social applications - including Facebook, Instagram, and WhatsApp - reaching billions of global daily active users. The fund initiated...
More institutional theses from Burke Wealth Managament The Focused Growth Strategy
Palantir Technologies ($PLTR) develops enterprise and defense software platforms that enable complex data integration, operational analysis, and artificial intelligence deployment. The manager established...
Salesforce, Inc. ($CRM) provides customer relationship management and enterprise cloud software solutions. The manager fully...
CrowdStrike Holdings ($CRWD) represents 5.0% of the fund's portfolio following a risk-management trim from 8.0% after substantial price appreciation.