Meta Platforms, Inc. (META): Among Billionaire David Abrams’ Stock Picks with Huge Upside Potential

6 days ago 27

Maham Fatima

Thu, May 8, 2025, 4:22 PM 5 min read

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We precocious published a database of Billionaire David Abrams’ 10 Stock Picks with Huge Upside Potential. In this article, we are going to instrumentality a look astatine wherever Meta Platforms, Inc. (NASDAQ:META) stands against different banal picks with immense upside potential.

David Abrams founded Abrams Capital Management in 1999. Before forming the Boston-based concern firm, Abrams worked astatine Seth Klarman’s Baupost Group for 10 years. He graduated from the University of Pennsylvania with a BA grade successful History, wherever helium besides served connected the Board of Advisors of the College of Arts and Sciences. Abrams didn’t person a concern inheritance erstwhile helium got his archetypal occupation successful New York successful the aboriginal 1980s. He learned each astir investing nether Seth Klarman earlier mounting retired independently aft a decade. He is simply a worth investor, and successful the ~12 years of his fund, helium has achieved an annualized instrumentality of astir 20%. His steadfast is similar a one-man shop, which employs a tiny staff. Abrams Capital has 9 clients and discretionary assets nether absorption (AUM) of $10.05 billion, arsenic reported successful the firm’s Form ADV dated 13 January 2025. The past reported 13F filing for Q4 2024 included $6.22 cardinal successful managed 13F securities and a apical 10 holdings attraction of 98.7%.

Abrams is known for maintaining a debased nationalist profile, but successful a speech connected Columbia Business School’s ‘Value Investing with Legends’ Podcast series, helium discussed the aboveground of his foundational principles erstwhile it comes to his concern philosophy. He starts by looking astatine the risks archetypal and foremost, without immoderate information of prospective gains. This is simply a reminder that the aboriginal remains unpredictable, which Abrams puts successful the pursuing words:

“When you look back, there’s 1 way that happened, but that doesn’t mean that going guardant there’s lone 1 path. In the future, there’s aggregate paths.”

Abrams’ portfolio reflects a balanced attack with vulnerability to maturation sectors similar Industrials and Consumer Cyclical, portion besides maintaining mean allocations successful established industries specified arsenic Communication Services. He besides believes that declining industries tin contiguous stableness due to the fact that they pull constricted caller entrants. This besides implies that high-growth sectors are, connected the contrary, characterized by aggravated competition, which necessitates a much elaborate investigation of imaginable competitory threats. Here’s what Abrams had to accidental astir this:

“If you person a shrinking manufacture and it’s dying, it’s like, radical are not dying to get into that.”

Abrams serves arsenic a manager of respective backstage companies. He is presently connected the committee of MITMCO, which manages the MIT endowment. Previously, helium was a trustee of Berklee College of Music for 15 years, wherever helium chaired the concern committee. He was besides the trustee of Milton Academy.


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