Loading investment pitches...
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 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,...
— Jeff Auxier
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
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...
The launch of Meta’s Muse AI agent marks an important step in the company’s ambition in bringing to market AI-driven products beyond its core advertising business. In our view,...
An overweight in Meta Platforms also contributed. Early on, shares...
More institutional theses from Auxier Asset Management
Bank of New York Mellon reached all-time highs following their first quarter earnings report of a 42% increase in year-over-year earnings per share along with an 18% increase in interest income result
UnitedHealth has been a major laggard for the past quarter and year. However, since CEO...
Microsoft's 21.9% drop in the quarter was the worst decline since the 2008 financial crisis.