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.
However, when I said the bond market seems skeptical, as it is pricing the debt of Meta Platforms, Oracle and other established businesses quite pessimistically, the room frowned. [Can a room...
— David M. Poppe
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,...
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 Giverny Capital Asset Management
Other holdings such as American Express, Constellation Software, Heico, Kinsale and Mastercard continue to generate strong results yet have negative stock returns for the year-to-date through September. We made a...
To cite one extreme example of a stock that has become decoupled from business results, Charles Schwab stock is flat for the year even as its earnings are expected to grow 30% this year and another 25% or so next year. The stock trades...
The hyperscale data center builders like Google, Meta, Microsoft and Amazon have huge cash flows and enthusiastic markets for their stock or debt. Yes, their capital...