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145 letters mention Meta Platforms, from 16 managers. Page 3 of 8.

• 2023 Fundsmith · Annual letter ↗ Terry Smith · mentioned 6 times
• Q4 2023 Hayden Capital · Q4 2023 letter ↗ Fred Liu · mentioned 3 times
• Q4 2023 Horos Asset Management · Q4 2023 letter ↗ Javier Ruiz · mentioned once
• 2023 Maran Capital · 2023 letter ↗ Dan Roller · mentioned once
• 2023 Moerus Capital Management · Annual letter ↗ Amit Wadhwaney · mentioned once
• Q4 2023 Vltava Fund · The year 2023, the state of the markets, and where we will look for investments in 2024 ↗ Daniel Gladiš · mentioned once
• Q2 2023 Hayden Capital · Q2 2023 letter ↗ Fred Liu · mentioned 14 times
• H1 2023 Fundsmith · Semi-annual letter ↗ Terry Smith · mentioned 6 times
• Q2 2023 Greenhaven Road Capital · Q2 2023 letter ↗ Scott Miller · mentioned 5 times
• Q2 2023 Horos Asset Management · Q2 2023 letter ↗ Javier Ruiz · mentioned 2 times
• H1 2023 Saga Partners · H1 2023 letter ↗ Joe Frankenfield · mentioned 2 times
• H1 2023 Moerus Capital Management · Semi-annual letter ↗ Amit Wadhwaney · mentioned once
• Q1 2023 Hayden Capital · Q1 2023 letter ↗ Fred Liu · mentioned 4 times
• Q1 2023 Greenhaven Road Capital · Q1 2023 · Partners Fund ↗ Scott Miller · mentioned 2 times
• Q1 2023 Mayar Capital · Q1 2023 letter ↗ Abdulaziz Alnaim · mentioned once
• 2022 Fundsmith · Annual letter ↗ Terry Smith · mentioned 7 times
• H2 2022 Saga Partners · H2 2022 letter ↗ Joe Frankenfield · mentioned 7 times
• Q4 2022 Hayden Capital · Q4 2022 letter ↗ Fred Liu · mentioned 3 times
• 2022 Giverny Capital · Annual letter ↗ François Rochon · mentioned 2 times
• Q4 2022 Horos Asset Management · Q4 2022 letter ↗ Javier Ruiz · mentioned 2 times

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.