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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.
In their Q4 2025 client letter, Wedgewood Partners terms 2025 an 'Annus Horribilis' due to severe relative underperformance caused by extreme market concentration in speculative, high-multiple AI tech stocks. To address this,...
— David A. Rolfe, Michael X. Quigley, Christopher T. Jersan
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Other investors who've written on Meta Platforms, Inc.
Rowan Street maintained conviction in Meta despite experiencing a devastating 75% drawdown in 2022. By focusing on...
The manager notes that Meta Platforms capitalized extensively on rapid international expansion and low interest rates during the post-GFC era. However, reversing macro...
Meta delivered another exceptional first half of 2026.