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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 is a U.S.-headquartered technology company whose Family of Apps (including Facebook, Instagram, and WhatsApp) reaches 3.6 billion daily active users. Growth and returns...
— David G. Herro, Tony Coniaris, Eric Liu, M. Colin Hudson, John A. Sitarz
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Other investors who've written on Meta Platforms, Inc.
Meta Platforms ($META) represents 8.34% of the fund's portfolio. Meta operates the...
Meta Platforms operates world-class digital platforms, connecting billions of daily active users across apps like Facebook, Instagram, and WhatsApp. The fund initiated...
Meta Platforms owns leading digital social applications - including Facebook, Instagram, and WhatsApp - reaching billions of global daily active users. The fund initiated...
More institutional theses from Oakmark Global Fund
IQVIA Holdings ($IQV), representing 3.3% of the fund's net assets, is a leading global provider of advanced data analytics, clinical research services, and technology infrastructure to life sciences and biopharmaceutical enterprises. The manager holds...
DSV A/S ($DSV.CO), which accounts for 2.6% of portfolio assets, is a Danish global transport and logistics giant offering freight forwarding across road, air, sea, and contract warehousing. The manager maintains...
T) is a new long initiation comprising 1.8% of the fund. The company operates...