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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 was another standout performer in the portfolio this quarter. Revenues grew 28%,...
— David A. Rolfe, Michael X. Quigley, Christopher T. Jersan
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Other investors who've written on Meta Platforms, Inc.
Meta Platforms owns leading digital social applications - including Facebook, Instagram, and WhatsApp - reaching billions of global daily active users. The fund initiated...
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 ($META) operates the world's preeminent social media and digital interaction ecosystem, encompassing Facebook, Instagram, WhatsApp, Messenger, and Threads, connecting over 3.5 billion daily active users worldwide. The investment team...
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Motorola Solutions ($MSI) represents 5.42% of the portfolio. The company provides...